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BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$15.37
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets330.59M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BRSSX vs NAESX Comparison Chart in %
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BRSSX vs. NAESX commentary
Sep 08, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BRSSX (331M). NAESX pays higher dividends than BRSSX: NAESX (1.20) vs BRSSX (0.78). 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: 66.00 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 : 13.62 vs. BRSSX (2.08). NAESX return over 5 years is better than : 66.60 vs. BRSSX (30.06).
| 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 | 5.130 | 6.494 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 161B | 0% |
| Annual Yield % from dividends | 0.78 | 1.20 | 65% |
| Returns for 1 year | 2.08 | 13.62 | 15% |
| Returns for 3 years | 17.36 | 39.23 | 44% |
| Returns for 5 years | 30.06 | 66.60 | 45% |
| Returns for 10 years | N/A | 132.36 | - |
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