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BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$12.31
Change-$1.03 (-7.72%)
VolumeN/A
Net Assets302.24M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
BRSSX vs NAESX Comparison Chart
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BRSSX vs. NAESX commentary
Apr 04, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BRSSX (302M). NAESX pays higher dividends than BRSSX: NAESX (1.39) vs BRSSX (0.89). BRSSX was incepted earlier than NAESX: BRSSX (10 years) vs NAESX (65 years). BRSSX (1.38) is less costly to investors than NAESX (0.17). BRSSX is a more actively managed with annual turnover of: 61.00 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 : 1.18 vs. BRSSX (-11.52). NAESX return over 5 years is better than : 115.68 vs. BRSSX (55.98).
| BRSSX | NAESX | BRSSX / NAESX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.38 | 0.17 | 812% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -8.755 | -5.833 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 153B | 0% |
| Annual Yield % from dividends | 0.89 | 1.39 | 64% |
| Returns for 1 year | -11.52 | 1.18 | -980% |
| Returns for 3 years | -13.83 | 6.44 | -215% |
| Returns for 5 years | 55.98 | 115.68 | 48% |
| Returns for 10 years | N/A | 90.61 | - |
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