BRSTX
Price
$14.54
Change
+$0.09 (+0.62%)
Updated
Jul 25 closing price
Net Assets
313.81M
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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BRSTX vs NAESX

Header iconBRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESXBanner chart's image
MFS Blended Research Small Cap Eq R3
Price$14.54
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets313.81M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BRSTX vs NAESX Comparison Chart in %
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BRSTX vs. NAESX commentary
Jul 26, 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 Buy and NAESX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BRSTX (314M). NAESX pays higher dividends than BRSTX: NAESX (1.28) vs BRSTX (1.13). 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: 61.00 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 : 7.80 vs. BRSTX (-8.09). NAESX return over 5 years is better than : 65.65 vs. BRSTX (26.71).
BRSTXNAESXBRSTX / NAESX
Total Expense Ratio0.990.17582%
Annual Report Gross Expense Ratio1.130.17665%
Fund Existence10 years65 years-
Gain YTD-1.3572.154-63%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets314M153B0%
Annual Yield % from dividends1.131.2889%
Returns for 1 year-8.097.80-104%
Returns for 3 years7.6833.3323%
Returns for 5 years26.7165.6541%
Returns for 10 yearsN/A113.41-
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