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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRXIX or IGAAX.
Correlation
The correlation between BRXIX and IGAAX 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. IGAAX - Performance Comparison
Key characteristics
BRXIX:
1.00
IGAAX:
0.56
BRXIX:
1.41
IGAAX:
0.84
BRXIX:
1.20
IGAAX:
1.12
BRXIX:
1.19
IGAAX:
0.66
BRXIX:
3.99
IGAAX:
1.96
BRXIX:
3.80%
IGAAX:
4.27%
BRXIX:
15.16%
IGAAX:
14.95%
BRXIX:
-38.55%
IGAAX:
-35.79%
BRXIX:
-1.12%
IGAAX:
-1.36%
Returns By Period
In the year-to-date period, BRXIX achieves a 8.90% return, which is significantly lower than IGAAX's 9.75% return.
BRXIX
8.90%
0.29%
4.03%
15.34%
12.26%
N/A
IGAAX
9.75%
0.51%
3.74%
8.44%
9.86%
3.98%
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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.
Risk-Adjusted Performance
BRXIX vs. IGAAX — Risk-Adjusted Performance Rank
BRXIX
IGAAX
BRXIX vs. IGAAX - Risk-Adjusted Performance 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.
Dividends
BRXIX vs. IGAAX - Dividend Comparison
BRXIX's dividend yield for the trailing twelve months is around 3.12%, more than IGAAX's 2.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRXIX MFS Blended Research International Equity Fund | 3.12% | 3.40% | 2.81% | 1.87% | 2.83% | 2.33% | 2.91% | 3.00% | 1.51% | 0.53% | 0.70% | 0.00% |
IGAAX American Funds International Growth and Income Fund Class A | 2.97% | 3.37% | 2.29% | 4.00% | 6.91% | 1.37% | 2.40% | 2.81% | 1.85% | 2.35% | 3.25% | 7.19% |
Drawdowns
BRXIX vs. IGAAX - Drawdown Comparison
The maximum BRXIX drawdown since its inception was -38.55%, which is greater than IGAAX's maximum drawdown of -35.79%. Use the drawdown chart below to compare losses from any high point for BRXIX and IGAAX. For additional features, visit the drawdowns tool.
Volatility
BRXIX vs. IGAAX - Volatility Comparison
MFS Blended Research International Equity Fund (BRXIX) and American Funds International Growth and Income Fund Class A (IGAAX) have volatilities of 9.24% and 9.10%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.