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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$15.95
Change-$0.16 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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BRSJX vs NAESX Comparison Chart
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BRSJX vs. NAESX commentary
Sep 21, 2024
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: 149B vs. BRSJX (350M). 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 : 20.72 vs. BRSJX (17.06). NAESX return over 5 years is better than : 51.64 vs. BRSJX (21.54).
| 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 | 4.076 | 9.695 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 149B | 0% |
| Annual Yield % from dividends | 0.75 | 1.31 | 57% |
| Returns for 1 year | 17.06 | 20.72 | 82% |
| Returns for 3 years | -10.33 | 5.63 | -183% |
| Returns for 5 years | 21.54 | 51.64 | 42% |
| Returns for 10 years | N/A | 113.34 | - |