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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$14.97
Change-$0.33 (-2.16%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$106.43
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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BRSDX vs NAESX Comparison Chart
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BRSDX vs. NAESX commentary
Sep 08, 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 BRSDX is a Sell and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. BRSDX (328M). 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 : 14.24 vs. BRSDX (10.87). NAESX return over 5 years is better than : 48.80 vs. BRSDX (20.92).
| 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 | 1.526 | 5.951 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 149B | 0% |
| Annual Yield % from dividends | 0.55 | 1.31 | 42% |
| Returns for 1 year | 10.87 | 14.24 | 76% |
| Returns for 3 years | -15.77 | -0.41 | 3,816% |
| Returns for 5 years | 20.92 | 48.80 | 43% |
| Returns for 10 years | N/A | 102.77 | - |
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