Ad is loading...
BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$12.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets291.32M
Vanguard Small Cap Index I
Price$103.01
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
BRSSX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRSSX vs. NAESX commentary
Apr 28, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BRSSX (291M). 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 : 0.19 vs. BRSSX (-13.94). NAESX return over 5 years is better than : 75.06 vs. BRSSX (26.14).
| 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 | -14.295 | -10.465 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 143B | 0% |
| Annual Yield % from dividends | 0.89 | 1.39 | 64% |
| Returns for 1 year | -13.94 | 0.19 | -7,324% |
| Returns for 3 years | -11.73 | 10.16 | -115% |
| Returns for 5 years | 26.14 | 75.06 | 35% |
| Returns for 10 years | N/A | 81.51 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers