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BRSTX vs VSCPX
BRSTX vs VSCPX Comparison
Open Charts BRSTX vs VSCPX
MFS Blended Research Small Cap Eq R3
Price$15.04
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets344.65M
Vanguard Small Cap Index InstlPlus
Price$343.59
Change+$1.39 (+0.41%)
VolumeN/A
Net Assets155.27B
BRSTX vs VSCPX Comparison Chart
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BRSTX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 155B vs. BRSTX (345M). VSCPX pays higher dividends than BRSTX: VSCPX (1.44) vs BRSTX (0.63). BRSTX was incepted earlier than VSCPX: BRSTX (9 years) vs VSCPX (14 years). BRSTX is a more actively managed with annual turnover of: 56.00 vs. VSCPX (12.00). BRSTX has a lower initial minimum investment than VSCPX: BRSTX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 21.27 vs. BRSTX (3.64). VSCPX return over 5 years is better than : 49.02 vs. BRSTX (6.60).
| BRSTX | VSCPX | BRSTX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.035 | 3.376 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 155B | 0% |
| Annual Yield % from dividends | 0.63 | 1.44 | 44% |
| Returns for 1 year | 3.64 | 21.27 | 17% |
| Returns for 3 years | -2.77 | 17.26 | -16% |
| Returns for 5 years | 6.60 | 49.02 | 13% |
| Returns for 10 years | N/A | 127.24 | - |