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BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$14.39
Change+$0.10 (+0.70%)
VolumeN/A
Net Assets317.83M
Vanguard Small Cap Index I
Price$115.84
Change+$0.53 (+0.46%)
VolumeN/A
Net Assets153.28B
BRSSX vs NAESX Comparison Chart in %
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BRSSX vs. NAESX commentary
Jul 09, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BRSSX (318M). NAESX pays higher dividends than BRSSX: NAESX (1.28) 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 : 11.17 vs. BRSSX (-0.97). NAESX return over 5 years is better than : 69.58 vs. BRSSX (31.42).
| 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 | -1.573 | 0.293 | -537% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 153B | 0% |
| Annual Yield % from dividends | 0.84 | 1.28 | 66% |
| Returns for 1 year | -0.97 | 11.17 | -9% |
| Returns for 3 years | 8.97 | 33.97 | 26% |
| Returns for 5 years | 31.42 | 69.58 | 45% |
| Returns for 10 years | N/A | 105.98 | - |
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