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BRSHX vs NAESX
BRSHX vs NAESX Comparison
Open Charts BRSHX vs NAESX
MFS Blended Research Small Cap Eq C
Price$14.71
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets329.96M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BRSHX vs NAESX Comparison Chart in %
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BRSHX vs. NAESX commentary
Sep 07, 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: 161B vs. BRSHX (330M). NAESX pays higher dividends than BRSHX: NAESX (1.20) vs BRSHX (0.24). 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: 66.00 vs. NAESX (13.00). 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 : 13.62 vs. BRSHX (1.27). NAESX return over 5 years is better than : 66.60 vs. BRSHX (25.80).
| 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 | 4.698 | 6.494 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 161B | 0% |
| Annual Yield % from dividends | 0.24 | 1.20 | 20% |
| Returns for 1 year | 1.27 | 13.62 | 9% |
| Returns for 3 years | 15.10 | 39.23 | 38% |
| Returns for 5 years | 25.80 | 66.60 | 39% |
| Returns for 10 years | N/A | 132.36 | - |
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