Ad is loading...
BRSBX vs NAESX
BRSBX vs NAESX Comparison
Open Charts BRSBX vs NAESX
MFS Blended Research Small Cap Eq B
Price$11.39
Change+$0.12 (+1.06%)
VolumeN/A
Net Assets270.5M
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
BRSBX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRSBX vs. NAESX commentary
Apr 12, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BRSBX (271M). NAESX pays higher dividends than BRSBX: NAESX (1.39) 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 (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 : -7.81 vs. BRSBX (-21.84). NAESX return over 5 years is better than : 63.69 vs. BRSBX (11.03).
| 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 | -20.071 | -15.507 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -21.84 | -7.81 | 280% |
| Returns for 3 years | -22.81 | -0.30 | 7,718% |
| Returns for 5 years | 11.03 | 63.69 | 17% |
| Returns for 10 years | N/A | 70.97 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...