BRXIX vs. REREX
Compare and contrast key facts about MFS Blended Research International Equity Fund (BRXIX) and American Funds EuroPacific Growth Fund Class R-4 (REREX).
BRXIX is managed by MFS. It was launched on Sep 15, 2015. REREX is managed by American Funds.
Performance
BRXIX vs. REREX - Performance Comparison
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BRXIX vs. REREX - 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% |
REREX American Funds EuroPacific Growth Fund Class R-4 | -2.91% | 28.87% | 2.59% | 15.70% | -23.04% | 2.49% | 24.81% | 26.97% | -15.23% | 30.72% |
Returns By Period
In the year-to-date period, BRXIX achieves a 1.96% return, which is significantly higher than REREX's -2.91% return. Over the past 10 years, BRXIX has outperformed REREX with an annualized return of 10.28%, while REREX has yielded a comparatively lower 7.90% 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%
REREX
- 1D
- 2.74%
- 1M
- -8.20%
- YTD
- -2.91%
- 6M
- 0.78%
- 1Y
- 21.15%
- 3Y*
- 10.60%
- 5Y*
- 2.96%
- 10Y*
- 7.90%
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BRXIX vs. REREX - Expense Ratio Comparison
BRXIX has a 0.64% expense ratio, which is lower than REREX's 0.81% expense ratio.
Return for Risk
BRXIX vs. REREX — Risk / Return Rank
BRXIX
REREX
BRXIX vs. REREX - 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 EuroPacific Growth Fund Class R-4 (REREX). 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 | REREX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.29 | 1.35 | +0.94 |
Sortino ratioReturn per unit of downside risk | 2.89 | 1.84 | +1.05 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.26 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 2.91 | 1.64 | +1.27 |
Martin ratioReturn relative to average drawdown | 11.37 | 6.23 | +5.14 |
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 | REREX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.29 | 1.35 | +0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.75 | 0.18 | +0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.47 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.40 | +0.17 |
Correlation
The correlation between BRXIX and REREX is 0.93, 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. REREX - Dividend Comparison
BRXIX's dividend yield for the trailing twelve months is around 4.13%, less than REREX's 14.54% 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% |
REREX American Funds EuroPacific Growth Fund Class R-4 | 14.54% | 14.12% | 4.69% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.28% | 3.10% |
Drawdowns
BRXIX vs. REREX - Drawdown Comparison
The maximum BRXIX drawdown since its inception was -36.21%, smaller than the maximum REREX drawdown of -54.00%. Use the drawdown chart below to compare losses from any high point for BRXIX and REREX.
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Drawdown Indicators
| BRXIX | REREX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.21% | -54.00% | +17.79% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -12.54% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -37.54% | +11.06% |
Max Drawdown (10Y)Largest decline over 10 years | -36.21% | -37.54% | +1.33% |
Current DrawdownCurrent decline from peak | -8.73% | -10.14% | +1.41% |
Average DrawdownAverage peak-to-trough decline | -6.98% | -11.13% | +4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.87% | 3.31% | -0.44% |
Volatility
BRXIX vs. REREX - Volatility Comparison
MFS Blended Research International Equity Fund (BRXIX) and American Funds EuroPacific Growth Fund Class R-4 (REREX) have volatilities of 7.09% and 7.25%, 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.
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Volatility by Period
| BRXIX | REREX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.09% | 7.25% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 10.39% | 11.52% | -1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.86% | 16.39% | -1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.44% | 16.48% | -2.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.74% | 16.79% | -1.05% |