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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$13.32
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets313.96M
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
BRSDX vs NAESX Comparison Chart
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BRSDX vs. NAESX commentary
May 23, 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 BRSDX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. BRSDX (314M). NAESX pays higher dividends than BRSDX: NAESX (1.43) vs BRSDX (1.22). BRSDX was incepted earlier than NAESX: BRSDX (10 years) vs NAESX (65 years). BRSDX (1.13) is less costly to investors than NAESX (0.17). BRSDX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). BRSDX has a lower initial minimum investment than NAESX: BRSDX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 3.90 vs. BRSDX (-12.00). NAESX return over 5 years is better than : 72.06 vs. BRSDX (24.07).
| BRSDX | NAESX | BRSDX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -9.437 | -2.877 | 328% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 140B | 0% |
| Annual Yield % from dividends | 1.22 | 1.43 | 86% |
| Returns for 1 year | -12.00 | 3.90 | -308% |
| Returns for 3 years | -0.44 | 27.11 | -2% |
| Returns for 5 years | 24.07 | 72.06 | 33% |
| Returns for 10 years | N/A | 96.13 | - |
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