Ad is loading...
BRSBX vs NAESX
BRSBX vs NAESX Comparison
Open Charts BRSBX vs NAESX
MFS Blended Research Small Cap Eq B
Price$15.35
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.97
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BRSBX vs NAESX Comparison Chart
Loading...
BRSBX vs. NAESX commentary
Oct 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. BRSBX (353M). 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 : 28.41 vs. BRSBX (21.73). NAESX return over 5 years is better than : 59.36 vs. BRSBX (20.02).
| 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 | 6.376 | 13.884 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 152B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 21.73 | 28.41 | 76% |
| Returns for 3 years | -13.37 | 8.01 | -167% |
| Returns for 5 years | 20.02 | 59.36 | 34% |
| Returns for 10 years | N/A | 137.19 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| OSGIX | 41.75 | 0.17 | +0.41% |
| JPMorgan Mid Cap Growth A | |||
| HAORX | 13.66 | 0.05 | +0.37% |
| Harbor International Core Retirement | |||
| INVYX | 27.69 | 0.10 | +0.36% |
| Pioneer International Equity Y | |||
| MMQAX | 8.64 | N/A | N/A |
| MassMutual Small Cap Val Eq A | |||
| CIVCX | 17.46 | -0.02 | -0.11% |
| American Funds International Vntg 529-E | |||