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BRSBX vs NAESX
BRSBX vs NAESX Comparison
Open Charts BRSBX vs NAESX
MFS Blended Research Small Cap Eq B
Price$14.54
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets325.11M
Vanguard Small Cap Index I
Price$121.16
Change+$0.71 (+0.59%)
VolumeN/A
Net Assets154.18B
BRSBX vs NAESX Comparison Chart in %
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BRSBX vs. NAESX commentary
Aug 28, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BRSBX (325M). NAESX pays higher dividends than BRSBX: NAESX (1.25) 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: 66.00 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 : 8.70 vs. BRSBX (-4.12). NAESX return over 5 years is better than : 59.67 vs. BRSBX (18.95).
| 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 | 2.411 | 4.764 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -4.12 | 8.70 | -47% |
| Returns for 3 years | 6.25 | 30.41 | 21% |
| Returns for 5 years | 18.95 | 59.67 | 32% |
| Returns for 10 years | N/A | 127.87 | - |