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BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$16.67
Change+$0.34 (+2.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$123.43
Change+$1.88 (+1.55%)
VolumeN/A
CapitalizationN/A
BRSSX vs NAESX Comparison Chart
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BRSSX vs. NAESX commentary
Nov 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. BRSSX (354M). 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 : 32.46 vs. BRSSX (23.66). NAESX return over 5 years is better than : 60.89 vs. BRSSX (19.44).
| 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 | 9.085 | 19.220 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 151B | 0% |
| Annual Yield % from dividends | 0.32 | 1.31 | 24% |
| Returns for 1 year | 23.66 | 32.46 | 73% |
| Returns for 3 years | -12.33 | 10.58 | -117% |
| Returns for 5 years | 19.44 | 60.89 | 32% |
| Returns for 10 years | N/A | 126.07 | - |
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