REREX vs. BRXIX
REREX (American Funds EuroPacific Growth Fund Class R-4) and BRXIX (MFS Blended Research International Equity Fund) are both mutual funds - REREX is a Large Cap Growth Equities fund managed by American Funds, while BRXIX is a Foreign Large Cap Equities fund managed by MFS. Over the past 10 years, REREX returned 9.29%/yr vs 11.77%/yr for BRXIX. Their correlation of 0.93 suggests significant overlap in exposure. REREX charges 0.81%/yr vs 0.64%/yr for BRXIX.
Performance
REREX vs. BRXIX - Performance Comparison
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Returns By Period
In the year-to-date period, REREX achieves a 12.48% return, which is significantly lower than BRXIX's 18.35% return. Over the past 10 years, REREX has underperformed BRXIX with an annualized return of 9.29%, while BRXIX has yielded a comparatively higher 11.77% annualized return.
REREX
- 1D
- 0.89%
- 1M
- 3.83%
- YTD
- 12.48%
- 6M
- 13.35%
- 1Y
- 29.82%
- 3Y*
- 14.78%
- 5Y*
- 5.20%
- 10Y*
- 9.29%
BRXIX
- 1D
- 0.94%
- 1M
- 4.64%
- YTD
- 18.35%
- 6M
- 19.17%
- 1Y
- 40.52%
- 3Y*
- 24.09%
- 5Y*
- 13.39%
- 10Y*
- 11.77%
REREX vs. BRXIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
REREX American Funds EuroPacific Growth Fund Class R-4 | 12.48% | 28.87% | 2.59% | 15.70% | -23.04% | 2.49% | 24.81% | 26.97% | -15.23% | 30.72% |
BRXIX MFS Blended Research International Equity Fund | 18.35% | 39.87% | 11.82% | 14.42% | -13.36% | 13.38% | 9.09% | 22.13% | -15.56% | 25.21% |
Correlation
The correlation between REREX and BRXIX is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Sep 17, 2015 | 0.93 |
The correlation between REREX and BRXIX has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.
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Return for Risk
REREX vs. BRXIX — Risk / Return Rank
REREX
BRXIX
REREX vs. BRXIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds EuroPacific Growth Fund Class R-4 (REREX) and MFS Blended Research International Equity Fund (BRXIX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| REREX | BRXIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.98 | ||
| Sortino ratioReturn per unit of downside risk | -1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.51 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 2.31 | 3.57 | -1.26 |
| Martin ratioReturn relative to average drawdown | 8.58 | 13.82 | -5.24 |
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Drawdowns
REREX vs. BRXIX - Drawdown Comparison
The maximum REREX drawdown since its inception was -54.00%, which is greater than BRXIX's maximum drawdown of -36.21%. Use the drawdown chart below to compare losses from any high point for REREX and BRXIX.
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Drawdown Indicators
| REREX | BRXIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.00% | -36.21% | -17.79% |
Max Drawdown (1Y)Largest decline over 1 year | -12.54% | -11.21% | -1.33% |
Max Drawdown (3Y)Largest decline over 3 years | -15.75% | -12.72% | -3.03% |
Max Drawdown (5Y)Largest decline over 5 years | -37.54% | -26.48% | -11.06% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -36.21% | -1.33% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -11.05% | -6.88% | -4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 2.89% | +0.48% |
Volatility
REREX vs. BRXIX - Volatility Comparison
American Funds EuroPacific Growth Fund Class R-4 (REREX) has a higher volatility of 6.85% compared to MFS Blended Research International Equity Fund (BRXIX) at 6.04%. This indicates that REREX's price experiences larger fluctuations and is considered to be riskier than BRXIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| REREX | BRXIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 6.04% | +0.81% |
Volatility (6M)Calculated over the trailing 6-month period | 14.28% | 12.71% | +1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.45% | 14.59% | +1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 14.85% | +2.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 15.85% | +1.14% |
REREX vs. BRXIX - Expense Ratio Comparison
REREX has a 0.81% expense ratio, which is higher than BRXIX's 0.64% expense ratio.
Dividends
REREX vs. BRXIX - Dividend Comparison
REREX's dividend yield for the trailing twelve months is around 16.62%, more than BRXIX's 3.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRXIX MFS Blended Research International Equity Fund | 3.56% | 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 | 16.62% | 14.12% | 4.69% | 3.67% | 1.78% | 10.03% | 0.17% | 2.86% | 6.45% | 4.75% | 1.28% | 3.10% |
Frequently Asked Questions
With a correlation of 0.92, REREX and BRXIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
REREX has higher volatility (6.85%) compared to BRXIX (6.04%). In terms of maximum drawdown, REREX dropped -54.00% vs BRXIX's -36.21%.
BRXIX currently has the higher Sharpe Ratio (2.74 vs 1.76), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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