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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$16.37
Change-$0.28 (-1.68%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BRSJX vs NAESX Comparison Chart
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BRSJX vs. NAESX commentary
Nov 18, 2024
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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. BRSJX (347M). NAESX pays higher dividends than BRSJX: NAESX (1.31) vs BRSJX (0.75). BRSJX was incepted earlier than NAESX: BRSJX (9 years) vs NAESX (64 years). BRSJX is a more actively managed with annual turnover of: 56.00 vs. NAESX (12.00). 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 : 30.24 vs. BRSJX (23.87). NAESX return over 5 years is better than : 55.43 vs. BRSJX (20.53).
| BRSJX | NAESX | BRSJX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 7.627 | 15.758 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 151B | 0% |
| Annual Yield % from dividends | 0.75 | 1.31 | 57% |
| Returns for 1 year | 23.87 | 30.24 | 79% |
| Returns for 3 years | -14.43 | 4.66 | -309% |
| Returns for 5 years | 20.53 | 55.43 | 37% |
| Returns for 10 years | N/A | 122.58 | - |
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