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BRSBX vs NAESX
BRSBX vs NAESX Comparison
Open Charts BRSBX vs NAESX
MFS Blended Research Small Cap Eq B
Price$14.53
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets344.86M
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
BRSBX vs NAESX Comparison Chart
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BRSBX vs. NAESX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. BRSBX (345M). 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 : 20.30 vs. BRSBX (2.69). NAESX return over 5 years is better than : 55.79 vs. BRSBX (9.41).
| 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 | 3.050 | 3.621 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 2.69 | 20.30 | 13% |
| Returns for 3 years | -1.16 | 20.81 | -6% |
| Returns for 5 years | 9.41 | 55.79 | 17% |
| Returns for 10 years | N/A | 124.23 | - |
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