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BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$12.80
Change+$0.18 (+1.43%)
VolumeN/A
Net Assets298.23M
Vanguard Small Cap Index I
Price$108.34
Change+$1.71 (+1.60%)
VolumeN/A
Net Assets153.45B
BRSPX vs NAESX Comparison Chart
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BRSPX vs. NAESX commentary
Apr 03, 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: 153B vs. BRSPX (298M). 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 : -0.01 vs. BRSPX (-11.81). NAESX return over 5 years is better than : 112.27 vs. BRSPX (51.06).
| 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 | -8.897 | -7.319 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 153B | 0% |
| Annual Yield % from dividends | 0.37 | 1.39 | 27% |
| Returns for 1 year | -11.81 | -0.01 | 100,656% |
| Returns for 3 years | -15.58 | 4.92 | -317% |
| Returns for 5 years | 51.06 | 112.27 | 45% |
| Returns for 10 years | N/A | 88.79 | - |
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