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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$14.66
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets322M
Vanguard Small Cap Index I
Price$117.31
Change+$0.64 (+0.55%)
VolumeN/A
Net Assets153.28B
BRSDX vs NAESX Comparison Chart in %
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BRSDX vs. NAESX commentary
Jul 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BRSDX (322M). NAESX pays higher dividends than BRSDX: NAESX (1.28) vs BRSDX (1.11). 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 (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 : 12.02 vs. BRSDX (-0.37). NAESX return over 5 years is better than : 69.64 vs. BRSDX (32.56).
| 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 | -0.679 | 1.476 | -46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 153B | 0% |
| Annual Yield % from dividends | 1.11 | 1.28 | 87% |
| Returns for 1 year | -0.37 | 12.02 | -3% |
| Returns for 3 years | 12.41 | 37.72 | 33% |
| Returns for 5 years | 32.56 | 69.64 | 47% |
| Returns for 10 years | N/A | 106.46 | - |
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