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BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$15.06
Change-$0.10 (-0.66%)
VolumeN/A
Net Assets349.96M
Vanguard Small Cap Index I
Price$120.41
Change-$0.59 (-0.49%)
VolumeN/A
Net Assets155.27B
BRSSX vs NAESX Comparison Chart
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BRSSX 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 BRSSX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. BRSSX (350M). NAESX pays higher dividends than BRSSX: NAESX (1.31) vs BRSSX (0.32). BRSSX was incepted earlier than NAESX: BRSSX (9 years) vs NAESX (64 years). BRSSX is a more actively managed with annual turnover of: 56.00 vs. NAESX (12.00). BRSSX has a lower initial minimum investment than NAESX: BRSSX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 20.12 vs. BRSSX (1.97). NAESX return over 5 years is better than : 53.16 vs. BRSSX (9.05).
| BRSSX | NAESX | BRSSX / 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 | 3.010 | 4.568 | 66% |
| 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 | 0.32 | 1.31 | 24% |
| Returns for 1 year | 1.97 | 20.12 | 10% |
| Returns for 3 years | 2.66 | 24.44 | 11% |
| Returns for 5 years | 9.05 | 53.16 | 17% |
| Returns for 10 years | N/A | 124.93 | - |
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