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BRSHX vs NAESX
BRSHX vs NAESX Comparison
Open Charts BRSHX vs NAESX
MFS Blended Research Small Cap Eq C
Price$14.33
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets344.65M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
BRSHX vs NAESX Comparison Chart
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BRSHX vs. NAESX commentary
Jan 19, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. BRSHX (345M). NAESX pays higher dividends than BRSHX: NAESX (1.31) vs BRSHX (0.00). BRSHX was incepted earlier than NAESX: BRSHX (9 years) vs NAESX (64 years). BRSHX is a more actively managed with annual turnover of: 56.00 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 : 21.23 vs. BRSHX (2.60). NAESX return over 5 years is better than : 48.81 vs. BRSHX (1.80).
| BRSHX | NAESX | BRSHX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 1.993 | 3.370 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 2.60 | 21.23 | 12% |
| Returns for 3 years | -5.38 | 17.16 | -31% |
| Returns for 5 years | 1.80 | 48.81 | 4% |
| Returns for 10 years | N/A | 126.44 | - |