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BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$13.53
Change+$0.08 (+0.59%)
VolumeN/A
Net Assets308.69M
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
BRSPX vs NAESX Comparison Chart in %
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BRSPX vs. NAESX commentary
Jul 18, 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 BRSPX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BRSPX (309M). NAESX pays higher dividends than BRSPX: NAESX (1.28) vs BRSPX (0.35). BRSPX was incepted earlier than NAESX: BRSPX (10 years) vs NAESX (65 years). BRSPX (1.88) is less costly to investors than NAESX (0.17). BRSPX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). BRSPX has a lower initial minimum investment than NAESX: BRSPX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 2.40 vs. BRSPX (-12.22). NAESX return over 5 years is better than : 61.97 vs. BRSPX (18.46).
| BRSPX | NAESX | BRSPX / NAESX | |
| Total Expense Ratio | 1.74 | 0.17 | 1,024% |
| Annual Report Gross Expense Ratio | 1.88 | 0.17 | 1,106% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -4.270 | -0.351 | 1,218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 153B | 0% |
| Annual Yield % from dividends | 0.35 | 1.28 | 28% |
| Returns for 1 year | -12.22 | 2.40 | -509% |
| Returns for 3 years | 5.74 | 34.84 | 16% |
| Returns for 5 years | 18.46 | 61.97 | 30% |
| Returns for 10 years | N/A | 103.02 | - |
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