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BRSUX vs NAESX
BRSUX vs NAESX Comparison
Open Charts BRSUX vs NAESX
MFS Blended Research Small Cap Eq R4
Price$13.48
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets304.57M
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
BRSUX vs NAESX Comparison Chart
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BRSUX vs. NAESX commentary
May 23, 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 BRSUX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. BRSUX (305M). BRSUX (1.49) and NAESX (1.43) have matching dividends . BRSUX was incepted earlier than NAESX: BRSUX (10 years) vs NAESX (65 years). BRSUX (0.88) is less costly to investors than NAESX (0.17). BRSUX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). BRSUX has a lower initial minimum investment than NAESX: BRSUX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.75 vs. BRSUX (-11.05). NAESX return over 5 years is better than : 67.31 vs. BRSUX (25.86).
| BRSUX | NAESX | BRSUX / NAESX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -9.335 | -5.554 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 140B | 0% |
| Annual Yield % from dividends | 1.49 | 1.43 | 104% |
| Returns for 1 year | -11.05 | 1.75 | -632% |
| Returns for 3 years | -0.83 | 22.26 | -4% |
| Returns for 5 years | 25.86 | 67.31 | 38% |
| Returns for 10 years | N/A | 90.72 | - |
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