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BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$13.21
Change+$0.29 (+2.24%)
VolumeN/A
Net Assets296.93M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
BRSTX vs NAESX Comparison Chart
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BRSTX vs. NAESX commentary
May 09, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. BRSTX (297M). NAESX pays higher dividends than BRSTX: NAESX (1.43) vs BRSTX (1.25). 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 : -0.09 vs. BRSTX (-13.45). NAESX return over 5 years is better than : 65.08 vs. BRSTX (20.73).
| 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 | -12.347 | -8.414 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 140B | 0% |
| Annual Yield % from dividends | 1.25 | 1.43 | 88% |
| Returns for 1 year | -13.45 | -0.09 | 14,760% |
| Returns for 3 years | -4.17 | 20.27 | -21% |
| Returns for 5 years | 20.73 | 65.08 | 32% |
| Returns for 10 years | N/A | 87.81 | - |
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