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BRSHX vs NAESX
BRSHX vs NAESX Comparison
Open Charts BRSHX vs NAESX
MFS Blended Research Small Cap Eq C
Price$12.67
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets304.57M
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
BRSHX vs NAESX Comparison Chart
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BRSHX vs. NAESX commentary
May 23, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. BRSHX (305M). NAESX pays higher dividends than BRSHX: NAESX (1.43) vs BRSHX (0.29). 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 (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 : 1.75 vs. BRSHX (-12.23). NAESX return over 5 years is better than : 67.31 vs. BRSHX (18.45).
| 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 | -9.751 | -5.554 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 140B | 0% |
| Annual Yield % from dividends | 0.29 | 1.43 | 20% |
| Returns for 1 year | -12.23 | 1.75 | -699% |
| Returns for 3 years | -4.30 | 22.26 | -19% |
| Returns for 5 years | 18.45 | 67.31 | 27% |
| Returns for 10 years | N/A | 90.72 | - |
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