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BRSTX vs VSMAX
BRSTX vs VSMAX Comparison
Open Charts BRSTX vs VSMAX
MFS Blended Research Small Cap Eq R3
Price$16.15
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$116.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
VS
BRSTX vs VSMAX Comparison Chart
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BRSTX vs. VSMAX commentary
Oct 18, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 152B vs. BRSTX (349M). VSMAX pays higher dividends than BRSTX: VSMAX (1.42) vs BRSTX (0.63). BRSTX was incepted earlier than VSMAX: BRSTX (9 years) vs VSMAX (24 years). BRSTX is a more actively managed with annual turnover of: 56.00 vs. VSMAX (12.00). BRSTX has a lower initial minimum investment than VSMAX: BRSTX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 28.45 vs. BRSTX (22.69). VSMAX return over 5 years is better than : 59.55 vs. BRSTX (25.32).
| BRSTX | VSMAX | BRSTX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 7.025 | 13.909 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 152B | 0% |
| Annual Yield % from dividends | 0.63 | 1.42 | 44% |
| Returns for 1 year | 22.69 | 28.45 | 80% |
| Returns for 3 years | -10.87 | 8.07 | -135% |
| Returns for 5 years | 25.32 | 59.55 | 43% |
| Returns for 10 years | N/A | 137.97 | - |
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