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BRSHX vs NAESX
BRSHX vs NAESX Comparison
Open Charts BRSHX vs NAESX
MFS Blended Research Small Cap Eq C
Price$15.38
Change-$0.26 (-1.66%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BRSHX vs NAESX Comparison Chart
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BRSHX vs. NAESX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. BRSHX (347M). 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 : 30.24 vs. BRSHX (22.55). NAESX return over 5 years is better than : 55.43 vs. BRSHX (13.77).
| 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 | 6.657 | 15.758 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 22.55 | 30.24 | 75% |
| Returns for 3 years | -17.53 | 4.66 | -376% |
| Returns for 5 years | 13.77 | 55.43 | 25% |
| Returns for 10 years | N/A | 122.58 | - |
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