Ad is loading...
BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$12.02
Change+$0.27 (+2.30%)
VolumeN/A
Net Assets284.43M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
BRSPX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRSPX vs. NAESX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BRSPX (284M). NAESX pays higher dividends than BRSPX: NAESX (1.39) 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 (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 : -2.36 vs. BRSPX (-16.99). NAESX return over 5 years is better than : 71.57 vs. BRSPX (19.30).
| 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 | -16.370 | -12.247 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 284M | 143B | 0% |
| Annual Yield % from dividends | 0.37 | 1.39 | 27% |
| Returns for 1 year | -16.99 | -2.36 | 719% |
| Returns for 3 years | -18.09 | 4.67 | -388% |
| Returns for 5 years | 19.30 | 71.57 | 27% |
| Returns for 10 years | N/A | 78.60 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...