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BRSUX vs NAESX
BRSUX vs NAESX Comparison
Open Charts BRSUX vs NAESX
MFS Blended Research Small Cap Eq R4
Price$12.07
Change+$0.13 (+1.09%)
VolumeN/A
Net Assets270.5M
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
BRSUX vs NAESX Comparison Chart
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BRSUX vs. NAESX commentary
Apr 12, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BRSUX (271M). BRSUX (1.43) and NAESX (1.39) 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 (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 : -7.81 vs. BRSUX (-20.81). NAESX return over 5 years is better than : 63.69 vs. BRSUX (17.95).
| 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 | -19.812 | -15.507 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271M | 143B | 0% |
| Annual Yield % from dividends | 1.43 | 1.39 | 102% |
| Returns for 1 year | -20.81 | -7.81 | 266% |
| Returns for 3 years | -20.06 | -0.30 | 6,789% |
| Returns for 5 years | 17.95 | 63.69 | 28% |
| Returns for 10 years | N/A | 70.97 | - |
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