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BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$15.03
Change-$0.15 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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BRSPX vs NAESX Comparison Chart
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BRSPX vs. NAESX 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 BRSPX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. BRSPX (350M). NAESX pays higher dividends than BRSPX: NAESX (1.31) vs BRSPX (0.00). BRSPX was incepted earlier than NAESX: BRSPX (9 years) vs NAESX (64 years). BRSPX is a more actively managed with annual turnover of: 56.00 vs. NAESX (12.00). 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 : 25.47 vs. BRSPX (19.19). NAESX return over 5 years is better than : 53.25 vs. BRSPX (15.74).
| BRSPX | NAESX | BRSPX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 4.158 | 10.861 | 38% |
| 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 | 0.00 | 1.31 | - |
| Returns for 1 year | 19.19 | 25.47 | 75% |
| Returns for 3 years | -11.12 | 8.84 | -126% |
| Returns for 5 years | 15.74 | 53.25 | 30% |
| Returns for 10 years | N/A | 120.79 | - |
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