Interact to see
Advertisement
Advertisement
BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$14.38
Change+$0.14 (+0.98%)
VolumeN/A
Net Assets310.47M
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
BRSDX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRSDX vs. NAESX commentary
Jul 18, 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 (310M). 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 : 4.35 vs. BRSDX (-9.78). NAESX return over 5 years is better than : 63.03 vs. BRSDX (24.82).
| 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 | -3.327 | 0.302 | -1,102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 153B | 0% |
| Annual Yield % from dividends | 1.11 | 1.28 | 87% |
| Returns for 1 year | -9.78 | 4.35 | -225% |
| Returns for 3 years | 9.50 | 35.91 | 26% |
| Returns for 5 years | 24.82 | 63.03 | 39% |
| Returns for 10 years | N/A | 104.94 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers