BRXIX vs. MEIKX
Compare and contrast key facts about MFS Blended Research International Equity Fund (BRXIX) and MFS Value Fund (MEIKX).
BRXIX is managed by MFS. It was launched on Sep 15, 2015. MEIKX is managed by MFS. It was launched on May 1, 2006.
Performance
BRXIX vs. MEIKX - Performance Comparison
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BRXIX vs. MEIKX - 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% |
MEIKX MFS Value Fund | 1.11% | 13.37% | 11.98% | 8.32% | -5.92% | 25.59% | 4.09% | 30.18% | -9.81% | 17.26% |
Returns By Period
In the year-to-date period, BRXIX achieves a 1.96% return, which is significantly higher than MEIKX's 1.11% return. Both investments have delivered pretty close results over the past 10 years, with BRXIX having a 10.28% annualized return and MEIKX not far behind at 10.10%.
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%
MEIKX
- 1D
- 1.64%
- 1M
- -5.00%
- YTD
- 1.11%
- 6M
- 3.65%
- 1Y
- 10.49%
- 3Y*
- 12.15%
- 5Y*
- 8.48%
- 10Y*
- 10.10%
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BRXIX vs. MEIKX - Expense Ratio Comparison
BRXIX has a 0.64% expense ratio, which is higher than MEIKX's 0.43% expense ratio.
Return for Risk
BRXIX vs. MEIKX — Risk / Return Rank
BRXIX
MEIKX
BRXIX vs. MEIKX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research International Equity Fund (BRXIX) and MFS Value Fund (MEIKX). 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 | MEIKX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 0.70 | +1.59 |
Sortino ratioReturn per unit of downside risk | 2.89 | 1.04 | +1.84 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.15 | +0.30 |
Calmar ratioReturn relative to maximum drawdown | 2.91 | 1.03 | +1.88 |
Martin ratioReturn relative to average drawdown | 11.37 | 4.53 | +6.84 |
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 | MEIKX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 0.70 | +1.59 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.61 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.61 | +0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.39 | +0.18 |
Correlation
The correlation between BRXIX and MEIKX is 0.70, 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. MEIKX - Dividend Comparison
BRXIX's dividend yield for the trailing twelve months is around 4.13%, less than MEIKX's 9.82% 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% |
MEIKX MFS Value Fund | 9.82% | 9.72% | 9.49% | 8.58% | 7.77% | 3.43% | 2.75% | 3.28% | 3.76% | 4.14% | 3.84% | 6.12% |
Drawdowns
BRXIX vs. MEIKX - Drawdown Comparison
The maximum BRXIX drawdown since its inception was -36.21%, smaller than the maximum MEIKX drawdown of -56.81%. Use the drawdown chart below to compare losses from any high point for BRXIX and MEIKX.
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Drawdown Indicators
| BRXIX | MEIKX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.21% | -56.81% | +20.60% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -11.09% | -0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -17.50% | -8.98% |
Max Drawdown (10Y)Largest decline over 10 years | -36.21% | -36.68% | +0.47% |
Current DrawdownCurrent decline from peak | -8.73% | -5.00% | -3.73% |
Average DrawdownAverage peak-to-trough decline | -6.98% | -9.51% | +2.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 2.52% | +0.35% |
Volatility
BRXIX vs. MEIKX - Volatility Comparison
MFS Blended Research International Equity Fund (BRXIX) has a higher volatility of 7.09% compared to MFS Value Fund (MEIKX) at 3.64%. This indicates that BRXIX's price experiences larger fluctuations and is considered to be riskier than MEIKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXIX | MEIKX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 3.64% | +3.45% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 7.85% | +2.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.86% | 14.82% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 13.91% | +0.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 16.55% | -0.81% |