BRXIX vs. SWISX
Compare and contrast key facts about MFS Blended Research International Equity Fund (BRXIX) and Schwab International Index Fund (SWISX).
BRXIX is managed by MFS. It was launched on Sep 15, 2015. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Performance
BRXIX vs. SWISX - Performance Comparison
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BRXIX vs. SWISX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRXIX MFS Blended Research International Equity Fund | -0.81% | 39.87% | 11.82% | 14.42% | -13.36% | 13.38% | 9.09% | 22.13% | -15.56% | 25.21% |
SWISX Schwab International Index Fund | -1.95% | 31.59% | 3.54% | 18.13% | -14.30% | 11.25% | 8.14% | 21.87% | -13.38% | 25.32% |
Returns By Period
In the year-to-date period, BRXIX achieves a -0.81% return, which is significantly higher than SWISX's -1.95% return. Over the past 10 years, BRXIX has outperformed SWISX with an annualized return of 9.97%, while SWISX has yielded a comparatively lower 8.51% annualized return.
BRXIX
- 1D
- -0.29%
- 1M
- -10.98%
- YTD
- -0.81%
- 6M
- 6.64%
- 1Y
- 30.18%
- 3Y*
- 18.49%
- 5Y*
- 10.39%
- 10Y*
- 9.97%
SWISX
- 1D
- 0.32%
- 1M
- -10.91%
- YTD
- -1.95%
- 6M
- 2.32%
- 1Y
- 19.51%
- 3Y*
- 13.26%
- 5Y*
- 7.79%
- 10Y*
- 8.51%
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BRXIX vs. SWISX - Expense Ratio Comparison
BRXIX has a 0.64% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Return for Risk
BRXIX vs. SWISX — Risk / Return Rank
BRXIX
SWISX
BRXIX vs. SWISX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research International Equity Fund (BRXIX) and Schwab International Index Fund (SWISX). 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 | SWISX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.08 | +0.92 |
Sortino ratioReturn per unit of downside risk | 2.53 | 1.52 | +1.01 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.22 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 2.46 | 1.51 | +0.95 |
Martin ratioReturn relative to average drawdown | 9.76 | 5.81 | +3.95 |
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 | SWISX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.08 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.49 | +0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.64 | 0.51 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.55 | 0.29 | +0.27 |
Correlation
The correlation between BRXIX and SWISX is 0.94, 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. SWISX - Dividend Comparison
BRXIX's dividend yield for the trailing twelve months is around 4.25%, more than SWISX's 3.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRXIX MFS Blended Research International Equity Fund | 4.25% | 4.21% | 4.81% | 2.81% | 2.68% | 7.23% | 2.32% | 2.91% | 6.83% | 1.13% | 0.53% | 0.54% |
SWISX Schwab International Index Fund | 3.62% | 3.55% | 3.29% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% |
Drawdowns
BRXIX vs. SWISX - Drawdown Comparison
The maximum BRXIX drawdown since its inception was -36.21%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for BRXIX and SWISX.
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Drawdown Indicators
| BRXIX | SWISX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.21% | -60.65% | +24.44% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -11.39% | +0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -26.48% | -29.42% | +2.94% |
Max Drawdown (10Y)Largest decline over 10 years | -36.21% | -33.83% | -2.38% |
Current DrawdownCurrent decline from peak | -11.21% | -10.91% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -6.98% | -14.88% | +7.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.97% | -0.14% |
Volatility
BRXIX vs. SWISX - Volatility Comparison
The current volatility for MFS Blended Research International Equity Fund (BRXIX) is 6.37%, while Schwab International Index Fund (SWISX) has a volatility of 7.16%. This indicates that BRXIX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRXIX | SWISX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.37% | 7.16% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 10.04% | 10.88% | -0.84% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.64% | 17.01% | -2.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.39% | 16.06% | -1.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.72% | 16.79% | -1.07% |