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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$15.03
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets344.65M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
BRSDX vs NAESX Comparison Chart
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BRSDX vs. NAESX commentary
Jan 19, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. BRSDX (345M). NAESX pays higher dividends than BRSDX: NAESX (1.31) vs BRSDX (0.55). BRSDX was incepted earlier than NAESX: BRSDX (9 years) vs NAESX (64 years). BRSDX is a more actively managed with annual turnover of: 56.00 vs. NAESX (12.00). 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 : 21.23 vs. BRSDX (3.68). NAESX return over 5 years is better than : 48.81 vs. BRSDX (6.64).
| BRSDX | NAESX | BRSDX / 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 | 2.037 | 3.370 | 60% |
| 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 | 0.55 | 1.31 | 42% |
| Returns for 1 year | 3.68 | 21.23 | 17% |
| Returns for 3 years | -2.76 | 17.16 | -16% |
| Returns for 5 years | 6.64 | 48.81 | 14% |
| Returns for 10 years | N/A | 126.44 | - |
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