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BRSDX vs VRTIX
BRSDX vs VRTIX Comparison
Open Charts BRSDX vs VRTIX
MFS Blended Research Small Cap Eq A
Price$15.22
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets309.48M
Vanguard Russell 2000 Index I
Price$386.95
Change+$3.76 (+0.98%)
VolumeN/A
Net Assets13.58B
BRSDX vs VRTIX Comparison Chart in %
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BRSDX vs. VRTIX commentary
Oct 16, 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. BRSDX (309M). VRTIX pays higher dividends than BRSDX: VRTIX (1.20) vs BRSDX (1.02). BRSDX was incepted earlier than VRTIX: BRSDX (10 years) vs VRTIX (15 years). BRSDX (1.13) is less costly to investors than VRTIX (0.07). BRSDX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (12.00). BRSDX has a lower initial minimum investment than VRTIX: BRSDX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 11.33 vs. BRSDX (-5.20). VRTIX return over 5 years is better than : 55.38 vs. BRSDX (20.39).
| BRSDX | VRTIX | BRSDX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.13 | 0.07 | 1,614% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 1.901 | 12.299 | 15% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 13.6B | 2% |
| Annual Yield % from dividends | 1.02 | 1.20 | 85% |
| Returns for 1 year | -5.20 | 11.33 | -46% |
| Returns for 3 years | 20.43 | 50.27 | 41% |
| Returns for 5 years | 20.39 | 55.38 | 37% |
| Returns for 10 years | 55.64 | 124.44 | 45% |
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