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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$13.46
Change-$0.39 (-2.82%)
VolumeN/A
Net Assets302.58M
Vanguard Small Cap Index I
Price$106.66
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
BRSJX vs NAESX Comparison Chart
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BRSJX vs. NAESX commentary
Mar 11, 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: 153B vs. BRSJX (303M). BRSJX pays higher dividends than NAESX: BRSJX (1.33) vs NAESX (1.20). BRSJX was incepted earlier than NAESX: BRSJX (9 years) vs NAESX (64 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 : 2.54 vs. BRSJX (-9.73). NAESX return over 5 years is better than : 59.49 vs. BRSJX (19.72).
| BRSJX | NAESX | BRSJX / NAESX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | -6.859 | -4.959 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 153B | 0% |
| Annual Yield % from dividends | 1.33 | 1.20 | 111% |
| Returns for 1 year | -9.73 | 2.54 | -383% |
| Returns for 3 years | -4.98 | 15.65 | -32% |
| Returns for 5 years | 19.72 | 59.49 | 33% |
| Returns for 10 years | N/A | 100.54 | - |
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