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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$14.68
Change+$0.11 (+0.75%)
VolumeN/A
Net Assets317.83M
Vanguard Small Cap Index I
Price$115.84
Change+$0.53 (+0.46%)
VolumeN/A
Net Assets153.28B
BRSJX vs NAESX Comparison Chart in %
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BRSJX vs. NAESX commentary
Jul 09, 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: 153B vs. BRSJX (318M). BRSJX pays higher dividends than NAESX: BRSJX (1.35) vs NAESX (1.28). 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 (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 : 11.17 vs. BRSJX (-0.35). NAESX return over 5 years is better than : 69.58 vs. BRSJX (35.19).
| 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 | -1.278 | 0.293 | -436% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 153B | 0% |
| Annual Yield % from dividends | 1.35 | 1.28 | 106% |
| Returns for 1 year | -0.35 | 11.17 | -3% |
| Returns for 3 years | 10.85 | 33.97 | 32% |
| Returns for 5 years | 35.19 | 69.58 | 51% |
| Returns for 10 years | N/A | 105.98 | - |
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