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BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$14.67
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets297.28M
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
BRSTX vs NAESX Comparison Chart in %
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BRSTX vs. NAESX commentary
Nov 20, 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 BRSTX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSTX (297M). NAESX pays higher dividends than BRSTX: NAESX (1.22) vs BRSTX (1.05). BRSTX was incepted earlier than NAESX: BRSTX (10 years) vs NAESX (65 years). BRSTX (1.13) is less costly to investors than NAESX (0.17). BRSTX is a more actively managed with annual turnover of: 66.00 vs. NAESX (13.00). BRSTX has a lower initial minimum investment than NAESX: BRSTX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. BRSTX (-8.35). NAESX return over 5 years is better than : 39.31 vs. BRSTX (11.99).
| BRSTX | NAESX | BRSTX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -0.475 | 2.409 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 162B | 0% |
| Annual Yield % from dividends | 1.05 | 1.22 | 86% |
| Returns for 1 year | -8.35 | -0.86 | 976% |
| Returns for 3 years | 6.93 | 29.99 | 23% |
| Returns for 5 years | 11.99 | 39.31 | 30% |
| Returns for 10 years | 50.63 | 122.07 | 41% |
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