BRXAX vs. TROSX
Compare and contrast key facts about MFS Blended Research International Equity Fund Class A (BRXAX) and T. Rowe Price Overseas Stock Fund (TROSX).
BRXAX is a passively managed fund by MFS that tracks the performance of the MSCI All Country World (ex-US) Index (net div). It was launched on Sep 15, 2015. TROSX is managed by T. Rowe Price. It was launched on Dec 29, 2006.
Performance
BRXAX vs. TROSX - Performance Comparison
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BRXAX vs. TROSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRXAX MFS Blended Research International Equity Fund Class A | -0.91% | 39.54% | 11.62% | 14.03% | -13.57% | 13.21% | 8.90% | 21.79% | -15.77% | 24.93% |
TROSX T. Rowe Price Overseas Stock Fund | -3.46% | 31.78% | 2.91% | 16.34% | -15.42% | 12.24% | 9.24% | 22.91% | -15.08% | 27.05% |
Returns By Period
In the year-to-date period, BRXAX achieves a -0.91% return, which is significantly higher than TROSX's -3.46% return. Over the past 10 years, BRXAX has outperformed TROSX with an annualized return of 9.72%, while TROSX has yielded a comparatively lower 8.27% annualized return.
BRXAX
- 1D
- -0.34%
- 1M
- -11.05%
- YTD
- -0.91%
- 6M
- 6.47%
- 1Y
- 29.84%
- 3Y*
- 18.18%
- 5Y*
- 10.14%
- 10Y*
- 9.72%
TROSX
- 1D
- 0.26%
- 1M
- -11.94%
- YTD
- -3.46%
- 6M
- 1.68%
- 1Y
- 19.41%
- 3Y*
- 12.55%
- 5Y*
- 6.41%
- 10Y*
- 8.27%
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BRXAX vs. TROSX - Expense Ratio Comparison
Both BRXAX and TROSX have an expense ratio of 0.77%.
Return for Risk
BRXAX vs. TROSX — Risk / Return Rank
BRXAX
TROSX
BRXAX vs. TROSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research International Equity Fund Class A (BRXAX) and T. Rowe Price Overseas Stock Fund (TROSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BRXAX | TROSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 1.07 | +0.89 |
Sortino ratioReturn per unit of downside risk | 2.49 | 1.51 | +0.98 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.21 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.43 | 1.40 | +1.03 |
Martin ratioReturn relative to average drawdown | 9.64 | 5.47 | +4.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BRXAX | TROSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 1.07 | +0.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.41 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.49 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.23 | +0.31 |
Correlation
The correlation between BRXAX and TROSX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BRXAX vs. TROSX - Dividend Comparison
BRXAX's dividend yield for the trailing twelve months is around 4.05%, more than TROSX's 2.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRXAX MFS Blended Research International Equity Fund Class A | 4.05% | 4.02% | 4.63% | 2.53% | 2.52% | 5.21% | 2.13% | 2.66% | 6.55% | 1.13% | 0.40% | 1.18% |
TROSX T. Rowe Price Overseas Stock Fund | 2.12% | 2.05% | 2.38% | 2.28% | 2.38% | 1.88% | 1.41% | 2.14% | 3.33% | 1.86% | 1.98% | 2.11% |
Drawdowns
BRXAX vs. TROSX - Drawdown Comparison
The maximum BRXAX drawdown since its inception was -36.59%, smaller than the maximum TROSX drawdown of -60.62%. Use the drawdown chart below to compare losses from any high point for BRXAX and TROSX.
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Drawdown Indicators
| BRXAX | TROSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.59% | -60.62% | +24.03% |
Max Drawdown (1Y)Largest decline over 1 year | -11.23% | -12.42% | +1.19% |
Max Drawdown (5Y)Largest decline over 5 years | -26.63% | -29.45% | +2.82% |
Max Drawdown (10Y)Largest decline over 10 years | -36.59% | -36.34% | -0.25% |
Current DrawdownCurrent decline from peak | -11.23% | -12.19% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -7.07% | -12.54% | +5.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 3.18% | -0.35% |
Volatility
BRXAX vs. TROSX - Volatility Comparison
The current volatility for MFS Blended Research International Equity Fund Class A (BRXAX) is 6.34%, while T. Rowe Price Overseas Stock Fund (TROSX) has a volatility of 7.46%. This indicates that BRXAX experiences smaller price fluctuations and is considered to be less risky than TROSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXAX | TROSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 7.46% | -1.12% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 11.34% | -1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.70% | 17.34% | -2.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.40% | 15.88% | -1.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 16.86% | -1.14% |