Interact to see
Advertisement
Advertisement
BRSBX vs NAESX
BRSBX vs NAESX Comparison
Open Charts BRSBX vs NAESX
MFS Blended Research Small Cap Eq B
Price$14.52
Change-$0.21 (-1.43%)
VolumeN/A
Net Assets326.38M
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
BRSBX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRSBX vs. NAESX commentary
Oct 08, 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: 162B vs. BRSBX (326M). NAESX pays higher dividends than BRSBX: NAESX (1.23) 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 : 10.42 vs. BRSBX (-0.54). NAESX return over 5 years is better than : 58.94 vs. BRSBX (19.37).
| 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 | 4.468 | 7.684 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -0.54 | 10.42 | -5% |
| Returns for 3 years | 19.76 | 48.54 | 41% |
| Returns for 5 years | 19.37 | 58.94 | 33% |
| Returns for 10 years | 47.31 | 133.72 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement