Interact to see
Advertisement
Advertisement
BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$14.65
Change-$0.10 (-0.68%)
VolumeN/A
Net Assets319.53M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BRSTX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRSTX vs. NAESX commentary
Aug 16, 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: 154B vs. BRSTX (320M). NAESX pays higher dividends than BRSTX: NAESX (1.25) vs BRSTX (1.12). 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 : 9.55 vs. BRSTX (-3.96). NAESX return over 5 years is better than : 58.12 vs. BRSTX (19.23).
| 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 | -0.611 | 2.876 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 154B | 0% |
| Annual Yield % from dividends | 1.12 | 1.25 | 90% |
| Returns for 1 year | -3.96 | 9.55 | -42% |
| Returns for 3 years | -0.55 | 20.84 | -3% |
| Returns for 5 years | 19.23 | 58.12 | 33% |
| Returns for 10 years | N/A | 113.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers