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BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$14.50
Change-$0.10 (-0.68%)
VolumeN/A
Net Assets317.3M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BRSSX vs NAESX Comparison Chart in %
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BRSSX vs. NAESX commentary
Aug 17, 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: 154B vs. BRSSX (317M). NAESX pays higher dividends than BRSSX: NAESX (1.25) vs BRSSX (0.84). 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 (13.00). 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 : 9.15 vs. BRSSX (-4.33). NAESX return over 5 years is better than : 57.53 vs. BRSSX (17.59).
| 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 | -0.821 | 2.494 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 154B | 0% |
| Annual Yield % from dividends | 0.84 | 1.25 | 67% |
| Returns for 1 year | -4.33 | 9.15 | -47% |
| Returns for 3 years | -1.42 | 20.39 | -7% |
| Returns for 5 years | 17.59 | 57.53 | 31% |
| Returns for 10 years | N/A | 112.59 | - |
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