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BRSBX vs NAESX
BRSBX vs NAESX Comparison
Open Charts BRSBX vs NAESX
MFS Blended Research Small Cap Eq B
Price$15.40
Change-$0.26 (-1.66%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BRSBX vs NAESX Comparison Chart
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BRSBX vs. NAESX commentary
Nov 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BRSBX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. BRSBX (347M). NAESX pays higher dividends than BRSBX: NAESX (1.31) vs BRSBX (0.00). BRSBX was incepted earlier than NAESX: BRSBX (9 years) vs NAESX (64 years). BRSBX is a more actively managed with annual turnover of: 56.00 vs. NAESX (12.00). BRSBX has a lower initial minimum investment than NAESX: BRSBX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 30.24 vs. BRSBX (22.61). NAESX return over 5 years is better than : 55.43 vs. BRSBX (13.82).
| BRSBX | NAESX | BRSBX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 6.722 | 15.758 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 22.61 | 30.24 | 75% |
| Returns for 3 years | -17.51 | 4.66 | -376% |
| Returns for 5 years | 13.82 | 55.43 | 25% |
| Returns for 10 years | N/A | 122.58 | - |
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