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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$15.42
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets312.32M
Vanguard Small Cap Index I
Price$123.25
Change+$0.27 (+0.22%)
VolumeN/A
Net Assets162.36B
BRSDX vs NAESX Comparison Chart in %
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BRSDX vs. NAESX commentary
Oct 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSDX (312M). NAESX pays higher dividends than BRSDX: NAESX (1.23) vs BRSDX (1.02). 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 : 7.54 vs. BRSDX (-1.82). NAESX return over 5 years is better than : 57.46 vs. BRSDX (24.29).
| 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 | 4.209 | 7.031 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 162B | 0% |
| Annual Yield % from dividends | 1.02 | 1.23 | 83% |
| Returns for 1 year | -1.82 | 7.54 | -24% |
| Returns for 3 years | 18.39 | 45.67 | 40% |
| Returns for 5 years | 24.29 | 57.46 | 42% |
| Returns for 10 years | 58.21 | 133.16 | 44% |
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