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BRSHX vs NAESX
BRSHX vs NAESX Comparison
Open Charts BRSHX vs NAESX
MFS Blended Research Small Cap Eq C
Price$14.48
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets309.48M
Vanguard Small Cap Index I
Price$122.92
Change+$0.51 (+0.42%)
VolumeN/A
Net Assets162.36B
BRSHX vs NAESX Comparison Chart in %
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BRSHX vs. NAESX commentary
Oct 16, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSHX (309M). NAESX pays higher dividends than BRSHX: NAESX (1.23) 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 : 6.79 vs. BRSHX (-4.72). NAESX return over 5 years is better than : 56.69 vs. BRSHX (17.02).
| 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 | 2.705 | 6.535 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 162B | 0% |
| Annual Yield % from dividends | 0.24 | 1.23 | 20% |
| Returns for 1 year | -4.72 | 6.79 | -70% |
| Returns for 3 years | 18.85 | 49.51 | 38% |
| Returns for 5 years | 17.02 | 56.69 | 30% |
| Returns for 10 years | 45.61 | 132.54 | 34% |
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