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BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$14.48
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets325.11M
Vanguard Small Cap Index I
Price$121.00
Change-$0.46 (-0.38%)
VolumeN/A
Net Assets154.18B
BRSPX vs NAESX Comparison Chart in %
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BRSPX vs. NAESX commentary
Sep 01, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BRSPX (325M). NAESX pays higher dividends than BRSPX: NAESX (1.20) vs BRSPX (0.33). 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: 66.00 vs. NAESX (13.00). 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 : 9.26 vs. BRSPX (-3.61). NAESX return over 5 years is better than : 60.40 vs. BRSPX (19.65).
| 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 | 3.060 | 5.242 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 325M | 154B | 0% |
| Annual Yield % from dividends | 0.33 | 1.20 | 27% |
| Returns for 1 year | -3.61 | 9.26 | -39% |
| Returns for 3 years | 9.38 | 33.79 | 28% |
| Returns for 5 years | 19.65 | 60.40 | 33% |
| Returns for 10 years | N/A | 136.50 | - |