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BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$16.21
Change-$0.27 (-1.64%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BRSTX vs NAESX Comparison Chart
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BRSTX vs. NAESX commentary
Nov 18, 2024
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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. BRSTX (347M). NAESX pays higher dividends than BRSTX: NAESX (1.31) vs BRSTX (0.63). BRSTX was incepted earlier than NAESX: BRSTX (9 years) vs NAESX (64 years). BRSTX is a more actively managed with annual turnover of: 56.00 vs. NAESX (12.00). 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 : 30.24 vs. BRSTX (23.52). NAESX return over 5 years is better than : 55.43 vs. BRSTX (18.89).
| BRSTX | NAESX | BRSTX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 7.422 | 15.758 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 151B | 0% |
| Annual Yield % from dividends | 0.63 | 1.31 | 48% |
| Returns for 1 year | 23.52 | 30.24 | 78% |
| Returns for 3 years | -15.15 | 4.66 | -325% |
| Returns for 5 years | 18.89 | 55.43 | 34% |
| Returns for 10 years | N/A | 122.58 | - |
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