Ad is loading...
BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$14.46
Change-$0.10 (-0.69%)
VolumeN/A
Net Assets349.96M
Vanguard Small Cap Index I
Price$120.41
Change-$0.59 (-0.49%)
VolumeN/A
Net Assets155.27B
BRSPX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRSPX vs. NAESX commentary
Jan 23, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B 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 : 20.12 vs. BRSPX (1.16). NAESX return over 5 years is better than : 53.16 vs. BRSPX (5.50).
| 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 | 2.918 | 4.568 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 1.16 | 20.12 | 6% |
| Returns for 3 years | 0.73 | 24.44 | 3% |
| Returns for 5 years | 5.50 | 53.16 | 10% |
| Returns for 10 years | N/A | 124.93 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...