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BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$14.99
Change-$0.33 (-2.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$106.43
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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BRSTX vs NAESX Comparison Chart
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BRSTX vs. NAESX commentary
Sep 07, 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 Sell and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. BRSTX (328M). 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 : 14.24 vs. BRSTX (10.87). NAESX return over 5 years is better than : 48.80 vs. BRSTX (21.00).
| 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 | 1.524 | 5.951 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 328M | 149B | 0% |
| Annual Yield % from dividends | 0.63 | 1.31 | 48% |
| Returns for 1 year | 10.87 | 14.24 | 76% |
| Returns for 3 years | -15.78 | -0.41 | 3,817% |
| Returns for 5 years | 21.00 | 48.80 | 43% |
| Returns for 10 years | N/A | 102.77 | - |
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