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BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$13.89
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets297.28M
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
BRSPX vs NAESX Comparison Chart in %
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BRSPX vs. NAESX commentary
Nov 20, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSPX (297M). NAESX pays higher dividends than BRSPX: NAESX (1.22) 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 : -0.86 vs. BRSPX (-9.23). NAESX return over 5 years is better than : 39.31 vs. BRSPX (6.94).
| 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 | -1.139 | 2.409 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 162B | 0% |
| Annual Yield % from dividends | 0.33 | 1.22 | 27% |
| Returns for 1 year | -9.23 | -0.86 | 1,078% |
| Returns for 3 years | 4.14 | 29.99 | 14% |
| Returns for 5 years | 6.94 | 39.31 | 18% |
| Returns for 10 years | 38.45 | 122.07 | 31% |
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