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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$13.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets310.14M
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
BRSJX vs NAESX Comparison Chart
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BRSJX vs. NAESX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BRSJX (310M). BRSJX (1.42) and NAESX (1.35) 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 : 4.88 vs. BRSJX (-8.62). NAESX return over 5 years is better than : 52.45 vs. BRSJX (15.65).
| 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 | -7.532 | -3.929 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 148B | 0% |
| Annual Yield % from dividends | 1.42 | 1.35 | 105% |
| Returns for 1 year | -8.62 | 4.88 | -177% |
| Returns for 3 years | -3.99 | 18.26 | -22% |
| Returns for 5 years | 15.65 | 52.45 | 30% |
| Returns for 10 years | N/A | 95.90 | - |
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