Ad is loading...
BRSTX vs VSCIX
BRSTX vs VSCIX Comparison
Open Charts BRSTX vs VSCIX
MFS Blended Research Small Cap Eq R3
Price$15.34
Change-$0.16 (-1.03%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
BRSTX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRSTX vs. VSCIX commentary
Dec 19, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. BRSTX (353M). VSCIX pays higher dividends than BRSTX: VSCIX (1.43) vs BRSTX (0.63). BRSTX was incepted earlier than VSCIX: BRSTX (9 years) vs VSCIX (27 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 : 19.59 vs. BRSTX (4.69). VSCIX return over 5 years is better than : 53.99 vs. BRSTX (10.18).
| BRSTX | VSCIX | BRSTX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 2.691 | 18.051 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 167B | 0% |
| Annual Yield % from dividends | 0.63 | 1.43 | 44% |
| Returns for 1 year | 4.69 | 19.59 | 24% |
| Returns for 3 years | -0.90 | 15.81 | -6% |
| Returns for 5 years | 10.18 | 53.99 | 19% |
| Returns for 10 years | N/A | 125.06 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...