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BRSTX vs VSCIX
BRSTX vs VSCIX Comparison
Open Charts BRSTX vs VSCIX
MFS Blended Research Small Cap Eq R3
Price$15.04
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets344.65M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
BRSTX vs VSCIX Comparison Chart
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BRSTX vs. VSCIX commentary
Jan 19, 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. BRSTX (345M). VSCIX pays higher dividends than BRSTX: VSCIX (1.43) vs BRSTX (0.63). BRSTX was incepted earlier than VSCIX: BRSTX (9 years) vs VSCIX (28 years). BRSTX is a more actively managed with annual turnover of: 56.00 vs. VSCIX (12.00). BRSTX has a lower initial minimum investment than VSCIX: BRSTX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 21.27 vs. BRSTX (3.64). VSCIX return over 5 years is better than : 49.01 vs. BRSTX (6.60).
| BRSTX | VSCIX | BRSTX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 2.035 | 3.378 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 155B | 0% |
| Annual Yield % from dividends | 0.63 | 1.43 | 44% |
| Returns for 1 year | 3.64 | 21.27 | 17% |
| Returns for 3 years | -2.77 | 17.25 | -16% |
| Returns for 5 years | 6.60 | 49.01 | 13% |
| Returns for 10 years | N/A | 127.16 | - |
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