BRXIX vs. IGAAX
Compare and contrast key facts about MFS Blended Research International Equity Fund (BRXIX) and American Funds International Growth and Income Fund Class A (IGAAX).
BRXIX is managed by MFS. It was launched on Sep 15, 2015. IGAAX is managed by American Funds. It was launched on Oct 1, 2008.
Performance
BRXIX vs. IGAAX - Performance Comparison
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BRXIX vs. IGAAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRXIX MFS Blended Research International Equity Fund | 1.96% | 39.87% | 11.82% | 14.42% | -13.36% | 13.38% | 9.09% | 22.13% | -15.56% | 25.21% |
IGAAX American Funds International Growth and Income Fund Class A | 1.55% | 35.09% | 3.28% | 15.25% | -15.47% | 9.80% | 7.78% | 27.11% | -14.38% | 26.08% |
Returns By Period
In the year-to-date period, BRXIX achieves a 1.96% return, which is significantly higher than IGAAX's 1.55% return. Over the past 10 years, BRXIX has outperformed IGAAX with an annualized return of 10.28%, while IGAAX has yielded a comparatively lower 8.77% annualized return.
BRXIX
- 1D
- 2.79%
- 1M
- -7.10%
- YTD
- 1.96%
- 6M
- 8.90%
- 1Y
- 33.14%
- 3Y*
- 19.58%
- 5Y*
- 10.76%
- 10Y*
- 10.28%
IGAAX
- 1D
- 2.33%
- 1M
- -7.31%
- YTD
- 1.55%
- 6M
- 6.45%
- 1Y
- 26.97%
- 3Y*
- 14.95%
- 5Y*
- 7.44%
- 10Y*
- 8.77%
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BRXIX vs. IGAAX - Expense Ratio Comparison
BRXIX has a 0.64% expense ratio, which is lower than IGAAX's 0.91% expense ratio.
Return for Risk
BRXIX vs. IGAAX — Risk / Return Rank
BRXIX
IGAAX
BRXIX vs. IGAAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research International Equity Fund (BRXIX) and American Funds International Growth and Income Fund Class A (IGAAX). 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.
| BRXIX | IGAAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 1.92 | +0.37 |
Sortino ratioReturn per unit of downside risk | 2.89 | 2.43 | +0.45 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.39 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.91 | 2.44 | +0.48 |
Martin ratioReturn relative to average drawdown | 11.37 | 9.51 | +1.86 |
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
| BRXIX | IGAAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 1.92 | +0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.52 | +0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.56 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.44 | +0.13 |
Correlation
The correlation between BRXIX and IGAAX is 0.95, 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
BRXIX vs. IGAAX - Dividend Comparison
BRXIX's dividend yield for the trailing twelve months is around 4.13%, less than IGAAX's 8.12% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRXIX MFS Blended Research International Equity Fund | 4.13% | 4.21% | 4.81% | 2.81% | 2.68% | 7.23% | 2.32% | 2.91% | 6.83% | 1.13% | 0.53% | 0.54% |
IGAAX American Funds International Growth and Income Fund Class A | 8.12% | 8.14% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% |
Drawdowns
BRXIX vs. IGAAX - Drawdown Comparison
The maximum BRXIX drawdown since its inception was -36.21%, roughly equal to the maximum IGAAX drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for BRXIX and IGAAX.
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Drawdown Indicators
| BRXIX | IGAAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.21% | -35.79% | -0.42% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -10.92% | -0.29% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -30.57% | +4.09% |
Max Drawdown (10Y)Largest decline over 10 years | -36.21% | -35.79% | -0.42% |
Current DrawdownCurrent decline from peak | -8.73% | -8.84% | +0.11% |
Average DrawdownAverage peak-to-trough decline | -6.98% | -7.96% | +0.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.80% | +0.07% |
Volatility
BRXIX vs. IGAAX - Volatility Comparison
MFS Blended Research International Equity Fund (BRXIX) has a higher volatility of 7.09% compared to American Funds International Growth and Income Fund Class A (IGAAX) at 6.30%. This indicates that BRXIX's price experiences larger fluctuations and is considered to be riskier than IGAAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXIX | IGAAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 6.30% | +0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 9.67% | +0.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.86% | 14.55% | +0.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 14.43% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 15.82% | -0.08% |