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BRSHX vs NAESX
BRSHX vs NAESX Comparison
Open Charts BRSHX vs NAESX
MFS Blended Research Small Cap Eq C
Price$11.35
Change+$0.12 (+1.07%)
VolumeN/A
Net Assets270.5M
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
BRSHX vs NAESX Comparison Chart
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BRSHX vs. NAESX commentary
Apr 12, 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 BRSHX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BRSHX (271M). NAESX pays higher dividends than BRSHX: NAESX (1.39) vs BRSHX (0.28). BRSHX was incepted earlier than NAESX: BRSHX (10 years) vs NAESX (65 years). BRSHX (1.88) is less costly to investors than NAESX (0.17). BRSHX is a more actively managed with annual turnover of: 61.00 vs. NAESX (12.00). BRSHX has a lower initial minimum investment than NAESX: BRSHX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -7.81 vs. BRSHX (-21.89). NAESX return over 5 years is better than : 63.69 vs. BRSHX (10.90).
| BRSHX | NAESX | BRSHX / NAESX | |
| Total Expense Ratio | 1.74 | 0.17 | 1,024% |
| Annual Report Gross Expense Ratio | 1.88 | 0.17 | 1,106% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -20.071 | -15.507 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 143B | 0% |
| Annual Yield % from dividends | 0.28 | 1.39 | 20% |
| Returns for 1 year | -21.89 | -7.81 | 280% |
| Returns for 3 years | -22.85 | -0.30 | 7,732% |
| Returns for 5 years | 10.90 | 63.69 | 17% |
| Returns for 10 years | N/A | 70.97 | - |
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