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BRSJX vs VSMAX
BRSJX vs VSMAX Comparison
Open Charts BRSJX vs VSMAX
MFS Blended Research Small Cap Eq I
Price$15.95
Change-$0.16 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
BRSJX vs VSMAX Comparison Chart
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BRSJX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. BRSJX (350M). VSMAX pays higher dividends than BRSJX: VSMAX (1.42) vs BRSJX (0.75). BRSJX was incepted earlier than VSMAX: BRSJX (9 years) vs VSMAX (24 years). BRSJX is a more actively managed with annual turnover of: 56.00 vs. VSMAX (12.00). BRSJX has a lower initial minimum investment than VSMAX: BRSJX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. BRSJX (17.06). VSMAX return over 5 years is better than : 53.45 vs. BRSJX (21.54).
| BRSJX | VSMAX | BRSJX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 4.076 | 10.898 | 37% |
| 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 | 1.42 | 53% |
| Returns for 1 year | 17.06 | 25.54 | 67% |
| Returns for 3 years | -10.33 | 8.91 | -116% |
| Returns for 5 years | 21.54 | 53.45 | 40% |
| Returns for 10 years | N/A | 121.55 | - |
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