BRXIX vs. WIEFX
Compare and contrast key facts about MFS Blended Research International Equity Fund (BRXIX) and Boston Trust Walden International Equity Fund (WIEFX).
BRXIX is managed by MFS. It was launched on Sep 15, 2015. WIEFX is managed by Boston Trust & Walden Funds. It was launched on Jun 9, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BRXIX or WIEFX.
Correlation
The correlation between BRXIX and WIEFX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BRXIX vs. WIEFX - Performance Comparison
Key characteristics
BRXIX:
1.00
WIEFX:
0.76
BRXIX:
1.41
WIEFX:
1.17
BRXIX:
1.20
WIEFX:
1.15
BRXIX:
1.19
WIEFX:
0.99
BRXIX:
3.99
WIEFX:
2.70
BRXIX:
3.80%
WIEFX:
4.20%
BRXIX:
15.16%
WIEFX:
14.97%
BRXIX:
-38.55%
WIEFX:
-29.65%
BRXIX:
-1.12%
WIEFX:
-0.30%
Returns By Period
The year-to-date returns for both investments are quite close, with BRXIX having a 8.90% return and WIEFX slightly higher at 9.20%.
BRXIX
8.90%
0.29%
4.03%
15.34%
12.26%
N/A
WIEFX
9.20%
2.43%
4.70%
12.57%
10.95%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BRXIX vs. WIEFX - Expense Ratio Comparison
BRXIX has a 0.64% expense ratio, which is lower than WIEFX's 0.94% expense ratio.
Risk-Adjusted Performance
BRXIX vs. WIEFX — Risk-Adjusted Performance Rank
BRXIX
WIEFX
BRXIX vs. WIEFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MFS Blended Research International Equity Fund (BRXIX) and Boston Trust Walden International Equity Fund (WIEFX). 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. WIEFX - Dividend Comparison
BRXIX's dividend yield for the trailing twelve months is around 3.12%, more than WIEFX's 1.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WIEFX Boston Trust Walden International Equity Fund | 1.45% | 1.59% | 1.60% | 1.59% | 1.57% | 1.12% | 1.66% | 1.69% | 1.17% | 1.80% | 0.43% |
Drawdowns
BRXIX vs. WIEFX - Drawdown Comparison
The maximum BRXIX drawdown since its inception was -38.55%, which is greater than WIEFX's maximum drawdown of -29.65%. Use the drawdown chart below to compare losses from any high point for BRXIX and WIEFX. For additional features, visit the drawdowns tool.
Volatility
BRXIX vs. WIEFX - Volatility Comparison
MFS Blended Research International Equity Fund (BRXIX) and Boston Trust Walden International Equity Fund (WIEFX) have volatilities of 9.24% and 9.47%, 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.