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BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$15.52
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets330.59M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BRSTX vs NAESX Comparison Chart in %
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BRSTX vs. NAESX commentary
Sep 08, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BRSTX (331M). NAESX pays higher dividends than BRSTX: NAESX (1.20) 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 : 13.62 vs. BRSTX (2.34). NAESX return over 5 years is better than : 66.60 vs. BRSTX (31.77).
| 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 | 5.292 | 6.494 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 161B | 0% |
| Annual Yield % from dividends | 1.05 | 1.20 | 88% |
| Returns for 1 year | 2.34 | 13.62 | 17% |
| Returns for 3 years | 18.30 | 39.23 | 47% |
| Returns for 5 years | 31.77 | 66.60 | 48% |
| Returns for 10 years | N/A | 132.36 | - |
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