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BRSJX vs VRTIX
BRSJX vs VRTIX Comparison
Open Charts BRSJX vs VRTIX
MFS Blended Research Small Cap Eq I
Price$15.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets326.38M
Vanguard Russell 2000 Index I
Price$380.18
Change+$2.73 (+0.72%)
VolumeN/A
Net Assets12.87B
BRSJX vs VRTIX Comparison Chart in %
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BRSJX vs. VRTIX commentary
Oct 07, 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 Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 12.9B vs. BRSJX (326M). BRSJX (1.25) and VRTIX (1.20) have matching dividends . BRSJX was incepted earlier than VRTIX: BRSJX (10 years) vs VRTIX (15 years). BRSJX (0.88) is less costly to investors than VRTIX (0.07). BRSJX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (12.00). BRSJX has a lower initial minimum investment than VRTIX: BRSJX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 14.02 vs. BRSJX (-0.31). VRTIX return over 5 years is better than : 63.69 vs. BRSJX (28.07).
| BRSJX | VRTIX | BRSJX / VRTIX | |
| Total Expense Ratio | 0.74 | 0.07 | 1,057% |
| Annual Report Gross Expense Ratio | 0.88 | 0.07 | 1,257% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 5.245 | 11.417 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 12.9B | 3% |
| Annual Yield % from dividends | 1.25 | 1.20 | 104% |
| Returns for 1 year | -0.31 | 14.02 | -2% |
| Returns for 3 years | 23.96 | 41.29 | 58% |
| Returns for 5 years | 28.07 | 63.69 | 44% |
| Returns for 10 years | 63.44 | 128.38 | 49% |
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