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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$15.59
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets328.33M
Vanguard Small Cap Index I
Price$122.51
Change+$0.13 (+0.11%)
VolumeN/A
Net Assets161.26B
BRSJX vs NAESX Comparison Chart in %
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BRSJX vs. NAESX commentary
Sep 17, 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: 161B vs. BRSJX (328M). BRSJX (1.25) and NAESX (1.20) 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 : 11.09 vs. BRSJX (0.96). NAESX return over 5 years is better than : 65.23 vs. BRSJX (31.70).
| 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 | 5.044 | 6.442 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 161B | 0% |
| Annual Yield % from dividends | 1.25 | 1.20 | 105% |
| Returns for 1 year | 0.96 | 11.09 | 9% |
| Returns for 3 years | 18.21 | 38.85 | 47% |
| Returns for 5 years | 31.70 | 65.23 | 49% |
| Returns for 10 years | 63.13 | 132.46 | 48% |
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