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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$14.58
Change-$0.35 (-2.34%)
VolumeN/A
Net Assets328.74M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
BRSJX vs NAESX Comparison Chart
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BRSJX vs. NAESX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BRSJX (329M). 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 : 11.22 vs. BRSJX (-3.36). NAESX return over 5 years is better than : 44.30 vs. BRSJX (6.90).
| 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 | -1.950 | -0.321 | 607% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 329M | 161B | 0% |
| Annual Yield % from dividends | 0.75 | 1.31 | 57% |
| Returns for 1 year | -3.36 | 11.22 | -30% |
| Returns for 3 years | -1.82 | 18.76 | -10% |
| Returns for 5 years | 6.90 | 44.30 | 16% |
| Returns for 10 years | N/A | 105.17 | - |
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