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BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$14.05
Change+$0.12 (+0.86%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
BRSPX vs NAESX Comparison Chart
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BRSPX vs. NAESX commentary
Dec 23, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. BRSPX (337M). 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 : 14.50 vs. BRSPX (-2.12). NAESX return over 5 years is better than : 47.90 vs. BRSPX (0.75).
| 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 | -2.325 | 14.022 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 337M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | -2.12 | 14.50 | -15% |
| Returns for 3 years | -8.48 | 10.57 | -80% |
| Returns for 5 years | 0.75 | 47.90 | 2% |
| Returns for 10 years | N/A | 115.27 | - |
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