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BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$13.16
Change+$0.22 (+1.70%)
VolumeN/A
Net Assets310.25M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
BRSPX vs NAESX Comparison Chart
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BRSPX vs. NAESX commentary
Jun 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 BRSPX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BRSPX (310M). NAESX pays higher dividends than BRSPX: NAESX (1.35) vs BRSPX (0.37). 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 : 5.13 vs. BRSPX (-9.41). NAESX return over 5 years is better than : 52.20 vs. BRSPX (8.99).
| 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 | -7.900 | -4.086 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 148B | 0% |
| Annual Yield % from dividends | 0.37 | 1.35 | 27% |
| Returns for 1 year | -9.41 | 5.13 | -184% |
| Returns for 3 years | -8.65 | 16.63 | -52% |
| Returns for 5 years | 8.99 | 52.20 | 17% |
| Returns for 10 years | N/A | 96.08 | - |
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