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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$13.33
Change+$0.28 (+2.15%)
VolumeN/A
Net Assets296.93M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
BRSJX vs NAESX Comparison Chart
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BRSJX vs. NAESX commentary
May 09, 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 BRSJX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. BRSJX (297M). BRSJX (1.49) and NAESX (1.43) have matching dividends . BRSJX was incepted earlier than NAESX: BRSJX (10 years) vs NAESX (65 years). BRSJX (0.88) is less costly to investors than NAESX (0.17). BRSJX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). BRSJX has a lower initial minimum investment than NAESX: BRSJX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. BRSJX (-13.16). NAESX return over 5 years is better than : 65.08 vs. BRSJX (22.37).
| BRSJX | NAESX | BRSJX / NAESX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -12.239 | -8.414 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 140B | 0% |
| Annual Yield % from dividends | 1.49 | 1.43 | 105% |
| Returns for 1 year | -13.16 | -0.09 | 14,437% |
| Returns for 3 years | -3.32 | 20.27 | -16% |
| Returns for 5 years | 22.37 | 65.08 | 34% |
| Returns for 10 years | N/A | 87.81 | - |
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