BRXIX vs. FXAIX
Compare and contrast key facts about MFS Blended Research International Equity Fund (BRXIX) and Fidelity 500 Index Fund (FXAIX).
BRXIX is managed by MFS. It was launched on Sep 15, 2015. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRXIX or FXAIX.
Correlation
The correlation between BRXIX and FXAIX is 0.75, 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.
Performance
BRXIX vs. FXAIX - Performance Comparison
Key characteristics
BRXIX:
1.38
FXAIX:
1.80
BRXIX:
1.92
FXAIX:
2.42
BRXIX:
1.24
FXAIX:
1.33
BRXIX:
1.88
FXAIX:
2.73
BRXIX:
4.94
FXAIX:
11.32
BRXIX:
3.40%
FXAIX:
2.04%
BRXIX:
12.15%
FXAIX:
12.86%
BRXIX:
-38.55%
FXAIX:
-33.79%
BRXIX:
-2.49%
FXAIX:
-0.77%
Returns By Period
In the year-to-date period, BRXIX achieves a 5.73% return, which is significantly higher than FXAIX's 3.29% return.
BRXIX
5.73%
6.72%
5.21%
15.84%
6.39%
N/A
FXAIX
3.29%
4.21%
12.41%
22.50%
14.28%
13.07%
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BRXIX vs. FXAIX - Expense Ratio Comparison
BRXIX has a 0.64% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
BRXIX vs. FXAIX — Risk-Adjusted Performance Rank
BRXIX
FXAIX
BRXIX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research International Equity Fund (BRXIX) and Fidelity 500 Index Fund (FXAIX). 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.
Dividends
BRXIX vs. FXAIX - Dividend Comparison
BRXIX's dividend yield for the trailing twelve months is around 3.21%, more than FXAIX's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRXIX MFS Blended Research International Equity Fund | 3.21% | 3.40% | 2.81% | 1.87% | 2.83% | 2.33% | 2.91% | 3.00% | 1.51% | 0.53% | 0.70% | 0.00% |
FXAIX Fidelity 500 Index Fund | 1.21% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
BRXIX vs. FXAIX - Drawdown Comparison
The maximum BRXIX drawdown since its inception was -38.55%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for BRXIX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
BRXIX vs. FXAIX - Volatility Comparison
The current volatility for MFS Blended Research International Equity Fund (BRXIX) is 3.04%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.49%. This indicates that BRXIX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.