BRXIX vs. FINVX
BRXIX (MFS Blended Research International Equity Fund) and FINVX (Fidelity Series International Value Fund) are both Foreign Large Cap Equities funds. Over the past 10 years, BRXIX returned 12.05%/yr vs 11.29%/yr for FINVX. Their correlation of 0.91 suggests significant overlap in exposure. BRXIX charges 0.64%/yr vs 0.01%/yr for FINVX.
Performance
BRXIX vs. FINVX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BRXIX achieves a 15.00% return, which is significantly higher than FINVX's 5.90% return. Over the past 10 years, BRXIX has outperformed FINVX with an annualized return of 12.05%, while FINVX has yielded a comparatively lower 11.29% annualized return.
BRXIX
- 1D
- 0.05%
- 1M
- 0.15%
- YTD
- 15.00%
- 6M
- 15.07%
- 1Y
- 34.26%
- 3Y*
- 24.16%
- 5Y*
- 12.25%
- 10Y*
- 12.05%
FINVX
- 1D
- -0.42%
- 1M
- -2.25%
- YTD
- 5.90%
- 6M
- 5.76%
- 1Y
- 23.07%
- 3Y*
- 22.25%
- 5Y*
- 13.52%
- 10Y*
- 11.29%
BRXIX vs. FINVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRXIX MFS Blended Research International Equity Fund | 15.00% | 39.87% | 11.82% | 14.42% | -13.36% | 13.38% | 9.09% | 22.13% | -15.56% | 25.21% |
FINVX Fidelity Series International Value Fund | 5.90% | 45.75% | 6.20% | 20.35% | -7.21% | 16.39% | 4.87% | 19.85% | -16.40% | 20.41% |
Correlation
The correlation between BRXIX and FINVX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.87 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.89 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2015 | 0.91 |
The correlation between BRXIX and FINVX has been stable across timeframes, ranging from 0.87 to 0.91 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BRXIX vs. FINVX — Risk / Return Rank
BRXIX
FINVX
BRXIX vs. FINVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research International Equity Fund (BRXIX) and Fidelity Series International Value Fund (FINVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BRXIX | FINVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.27 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 3.05 | 2.19 | +0.86 |
| Martin ratioReturn relative to average drawdown | 11.78 | 8.04 | +3.74 |
Loading charts...
Drawdowns
BRXIX vs. FINVX - Drawdown Comparison
The maximum BRXIX drawdown since its inception was -36.21%, smaller than the maximum FINVX drawdown of -42.48%. Use the drawdown chart below to compare losses from any high point for BRXIX and FINVX.
Loading charts...
Drawdown Indicators
| BRXIX | FINVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.21% | -42.48% | +6.27% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -10.38% | -0.83% |
Max Drawdown (3Y)Largest decline over 3 years | -12.72% | -14.60% | +1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -27.13% | +0.65% |
Max Drawdown (10Y)Largest decline over 10 years | -36.21% | -42.48% | +6.27% |
Current DrawdownCurrent decline from peak | -2.97% | -2.59% | -0.38% |
Average DrawdownAverage peak-to-trough decline | -6.87% | -9.01% | +2.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 2.82% | +0.08% |
Volatility
BRXIX vs. FINVX - Volatility Comparison
MFS Blended Research International Equity Fund (BRXIX) has a higher volatility of 6.79% compared to Fidelity Series International Value Fund (FINVX) at 4.47%. This indicates that BRXIX's price experiences larger fluctuations and is considered to be riskier than FINVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BRXIX | FINVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.79% | 4.47% | +2.32% |
Volatility (6M)Calculated over the trailing 6-month period | 13.07% | 12.43% | +0.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.92% | 15.18% | -0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 16.74% | -1.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.65% | 17.79% | -2.14% |
BRXIX vs. FINVX - Expense Ratio Comparison
BRXIX has a 0.64% expense ratio, which is higher than FINVX's 0.01% expense ratio.
Dividends
BRXIX vs. FINVX - Dividend Comparison
BRXIX's dividend yield for the trailing twelve months is around 3.66%, less than FINVX's 10.58% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRXIX MFS Blended Research International Equity Fund | 3.66% | 4.21% | 4.81% | 2.81% | 2.68% | 7.23% | 2.32% | 2.91% | 6.83% | 1.13% | 0.53% | 0.54% |
FINVX Fidelity Series International Value Fund | 10.58% | 11.20% | 4.14% | 3.29% | 3.33% | 5.01% | 2.83% | 4.05% | 4.05% | 3.14% | 2.62% | 2.14% |
Frequently Asked Questions
BRXIX and FINVX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BRXIX has higher volatility (6.79%) compared to FINVX (4.47%). In terms of maximum drawdown, BRXIX dropped -36.21% vs FINVX's -42.48%.
BRXIX currently has the higher Sharpe Ratio (2.31 vs 1.50), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BRXIX and FINVX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer