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BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$13.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets310.14M
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
BRSSX vs NAESX Comparison Chart
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BRSSX vs. NAESX commentary
Jun 07, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BRSSX (310M). NAESX pays higher dividends than BRSSX: NAESX (1.35) vs BRSSX (0.88). 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 : 4.88 vs. BRSSX (-9.15). NAESX return over 5 years is better than : 52.45 vs. BRSSX (12.55).
| 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 | -7.729 | -3.929 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 148B | 0% |
| Annual Yield % from dividends | 0.88 | 1.35 | 65% |
| Returns for 1 year | -9.15 | 4.88 | -187% |
| Returns for 3 years | -5.56 | 18.26 | -30% |
| Returns for 5 years | 12.55 | 52.45 | 24% |
| Returns for 10 years | N/A | 95.90 | - |
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