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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$15.77
Change+$0.13 (+0.83%)
VolumeN/A
Net Assets316.88M
Vanguard Small Cap Index I
Price$124.00
Change+$0.80 (+0.65%)
VolumeN/A
Net Assets162.36B
BRSJX vs NAESX Comparison Chart in %
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BRSJX vs. NAESX commentary
Oct 27, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSJX (317M). BRSJX (1.25) and NAESX (1.23) 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: 66.00 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 : 9.34 vs. BRSJX (0.96). NAESX return over 5 years is better than : 57.75 vs. BRSJX (27.13).
| 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 | 6.052 | 7.919 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 162B | 0% |
| Annual Yield % from dividends | 1.25 | 1.23 | 102% |
| Returns for 1 year | 0.96 | 9.34 | 10% |
| Returns for 3 years | 17.60 | 42.31 | 42% |
| Returns for 5 years | 27.13 | 57.75 | 47% |
| Returns for 10 years | 67.54 | 138.41 | 49% |
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