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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$12.43
Change+$1.08 (+9.52%)
VolumeN/A
Net Assets256.28M
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
BRSDX vs NAESX Comparison Chart
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BRSDX vs. NAESX commentary
Apr 11, 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: 143B vs. BRSDX (256M). NAESX pays higher dividends than BRSDX: NAESX (1.39) vs BRSDX (1.17). 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 (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 : -13.70 vs. BRSDX (-25.71). NAESX return over 5 years is better than : 56.35 vs. BRSDX (11.78).
| 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 | -22.946 | -19.296 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256M | 143B | 0% |
| Annual Yield % from dividends | 1.17 | 1.39 | 84% |
| Returns for 1 year | -25.71 | -13.70 | 188% |
| Returns for 3 years | -24.00 | -5.18 | 463% |
| Returns for 5 years | 11.78 | 56.35 | 21% |
| Returns for 10 years | N/A | 63.14 | - |
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