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BRSBX vs NAESX
BRSBX vs NAESX Comparison
Open Charts BRSBX vs NAESX
MFS Blended Research Small Cap Eq B
Price$12.60
Change+$0.28 (+2.27%)
VolumeN/A
Net Assets296.93M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
BRSBX vs NAESX Comparison Chart
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BRSBX vs. NAESX commentary
May 09, 2025
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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. BRSBX (297M). NAESX pays higher dividends than BRSBX: NAESX (1.43) vs BRSBX (0.00). BRSBX was incepted earlier than NAESX: BRSBX (10 years) vs NAESX (65 years). BRSBX (1.88) is less costly to investors than NAESX (0.17). BRSBX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). 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 : -0.09 vs. BRSBX (-14.38). NAESX return over 5 years is better than : 65.08 vs. BRSBX (15.25).
| BRSBX | NAESX | BRSBX / NAESX | |
| Total Expense Ratio | 1.74 | 0.17 | 1,024% |
| Annual Report Gross Expense Ratio | 1.88 | 0.17 | 1,106% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -12.624 | -8.414 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -14.38 | -0.09 | 15,783% |
| Returns for 3 years | -6.74 | 20.27 | -33% |
| Returns for 5 years | 15.25 | 65.08 | 23% |
| Returns for 10 years | N/A | 87.81 | - |
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