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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRXIX or SWISX.
Correlation
The correlation between BRXIX and SWISX 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. SWISX - Performance Comparison
Key characteristics
BRXIX:
1.00
SWISX:
0.67
BRXIX:
1.41
SWISX:
1.02
BRXIX:
1.20
SWISX:
1.14
BRXIX:
1.19
SWISX:
0.84
BRXIX:
3.99
SWISX:
2.41
BRXIX:
3.80%
SWISX:
4.74%
BRXIX:
15.16%
SWISX:
16.98%
BRXIX:
-38.55%
SWISX:
-60.65%
BRXIX:
-1.12%
SWISX:
-0.95%
Returns By Period
In the year-to-date period, BRXIX achieves a 8.90% return, which is significantly lower than SWISX's 11.10% return.
BRXIX
8.90%
1.30%
4.03%
14.43%
11.64%
N/A
SWISX
11.10%
1.87%
6.53%
11.43%
11.52%
5.46%
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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.
Risk-Adjusted Performance
BRXIX vs. SWISX — Risk-Adjusted Performance Rank
BRXIX
SWISX
BRXIX vs. SWISX - Risk-Adjusted Performance 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.
Dividends
BRXIX vs. SWISX - Dividend Comparison
BRXIX's dividend yield for the trailing twelve months is around 3.12%, more than SWISX'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% |
SWISX Schwab International Index Fund | 2.97% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
BRXIX vs. SWISX - Drawdown Comparison
The maximum BRXIX drawdown since its inception was -38.55%, 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. For additional features, visit the drawdowns tool.
Volatility
BRXIX vs. SWISX - Volatility Comparison
The current volatility for MFS Blended Research International Equity Fund (BRXIX) is 9.24%, while Schwab International Index Fund (SWISX) has a volatility of 10.82%. 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.