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BRSHX vs VSMAX
BRSHX vs VSMAX Comparison
Open Charts BRSHX vs VSMAX
MFS Blended Research Small Cap Eq C
Price$14.71
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets329.96M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BRSHX vs VSMAX Comparison Chart in %
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BRSHX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. BRSHX (330M). VSMAX pays higher dividends than BRSHX: VSMAX (1.31) vs BRSHX (0.24). BRSHX was incepted earlier than VSMAX: BRSHX (10 years) vs VSMAX (25 years). BRSHX (1.88) is less costly to investors than VSMAX (0.05). BRSHX is a more actively managed with annual turnover of: 66.00 vs. VSMAX (13.00). BRSHX has a lower initial minimum investment than VSMAX: BRSHX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. BRSHX (1.27). VSMAX return over 5 years is better than : 66.80 vs. BRSHX (25.80).
| BRSHX | VSMAX | BRSHX / VSMAX | |
| Total Expense Ratio | 1.74 | 0.05 | 3,480% |
| Annual Report Gross Expense Ratio | 1.88 | 0.05 | 3,760% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 4.698 | 6.527 | 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 | 1.31 | 18% |
| Returns for 1 year | 1.27 | 13.64 | 9% |
| Returns for 3 years | 15.10 | 39.35 | 38% |
| Returns for 5 years | 25.80 | 66.80 | 39% |
| Returns for 10 years | N/A | 132.90 | - |
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