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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$12.21
Change+$0.10 (+0.83%)
VolumeN/A
Net Assets275.5M
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
BRSJX vs NAESX Comparison Chart
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BRSJX vs. NAESX commentary
Apr 18, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BRSJX (275M). BRSJX (1.43) and NAESX (1.39) 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 (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 : -2.42 vs. BRSJX (-15.06). NAESX return over 5 years is better than : 66.71 vs. BRSJX (23.62).
| 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 | -17.888 | -14.464 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 143B | 0% |
| Annual Yield % from dividends | 1.43 | 1.39 | 103% |
| Returns for 1 year | -15.06 | -2.42 | 622% |
| Returns for 3 years | -18.64 | 0.49 | -3,831% |
| Returns for 5 years | 23.62 | 66.71 | 35% |
| Returns for 10 years | N/A | 73.20 | - |
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