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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$15.44
Change-$0.18 (-1.15%)
VolumeN/A
Net Assets327.1M
Vanguard Small Cap Index I
Price$122.38
Change-$1.27 (-1.03%)
VolumeN/A
Net Assets161.26B
BRSDX vs NAESX Comparison Chart in %
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BRSDX vs. NAESX commentary
Sep 15, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BRSDX (327M). NAESX pays higher dividends than BRSDX: NAESX (1.20) vs BRSDX (1.03). 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: 66.00 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 : 13.21 vs. BRSDX (2.99). NAESX return over 5 years is better than : 70.59 vs. BRSDX (34.07).
| 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 | 4.820 | 6.442 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 327M | 161B | 0% |
| Annual Yield % from dividends | 1.03 | 1.20 | 86% |
| Returns for 1 year | 2.99 | 13.21 | 23% |
| Returns for 3 years | 15.40 | 35.98 | 43% |
| Returns for 5 years | 34.07 | 70.59 | 48% |
| Returns for 10 years | 58.19 | 131.44 | 44% |
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