BRSJX
Price
$15.47
Change
-$0.16 (-1.02%)
Updated
Dec 17 closing price
NAESX
Price
$120.30
Change
-$1.38 (-1.13%)
Updated
Dec 17 closing price
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BRSJX vs NAESX

Header iconBRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESXBanner chart's image
MFS Blended Research Small Cap Eq I
Price$15.47
Change-$0.16 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
BRSJX vs NAESX Comparison Chart
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BRSJX vs. NAESX commentary
Dec 19, 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 Hold and NAESX is a Hold.

FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. BRSJX (353M). 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 : 19.54 vs. BRSJX (5.00). NAESX return over 5 years is better than : 53.79 vs. BRSJX (11.67).
BRSJXNAESXBRSJX / NAESX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years64 years-
Gain YTD2.94617.99416%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets353M167B0%
Annual Yield % from dividends0.751.3157%
Returns for 1 year5.0019.5426%
Returns for 3 years-0.1115.71-1%
Returns for 5 years11.6753.7922%
Returns for 10 yearsN/A124.30-
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