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BRSUX vs NAESX
BRSUX vs NAESX Comparison
Open Charts BRSUX vs NAESX
MFS Blended Research Small Cap Eq R4
Price$14.86
Change-$0.63 (-4.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
BRSUX vs NAESX Comparison Chart
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BRSUX vs. NAESX 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 BRSUX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. BRSUX (349M). NAESX pays higher dividends than BRSUX: NAESX (1.31) vs BRSUX (0.77). BRSUX was incepted earlier than NAESX: BRSUX (9 years) vs NAESX (64 years). BRSUX is a more actively managed with annual turnover of: 56.00 vs. NAESX (12.00). 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 : 19.54 vs. BRSUX (5.01). NAESX return over 5 years is better than : 53.79 vs. BRSUX (11.70).
| BRSUX | NAESX | BRSUX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 2.937 | 17.994 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 167B | 0% |
| Annual Yield % from dividends | 0.77 | 1.31 | 58% |
| Returns for 1 year | 5.01 | 19.54 | 26% |
| Returns for 3 years | -0.10 | 15.71 | -1% |
| Returns for 5 years | 11.70 | 53.79 | 22% |
| Returns for 10 years | N/A | 124.30 | - |
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