Interact to see
Advertisement
Advertisement
BRSUX vs NAESX
BRSUX vs NAESX Comparison
Open Charts BRSUX vs NAESX
MFS Blended Research Small Cap Eq R4
Price$14.31
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets306.68M
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
BRSUX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRSUX vs. NAESX commentary
Aug 10, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BRSUX (307M). BRSUX pays higher dividends than NAESX: BRSUX (1.33) vs NAESX (1.25). 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 : 9.46 vs. BRSUX (-4.72). NAESX return over 5 years is better than : 54.21 vs. BRSUX (18.58).
| 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 | -3.895 | 0.067 | -5,822% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 154B | 0% |
| Annual Yield % from dividends | 1.33 | 1.25 | 107% |
| Returns for 1 year | -4.72 | 9.46 | -50% |
| Returns for 3 years | 1.82 | 23.97 | 8% |
| Returns for 5 years | 18.58 | 54.21 | 34% |
| Returns for 10 years | N/A | 108.86 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NRINX | 21.78 | 0.12 | +0.55% |
| Neuberger Berman Intrinsic Value R6 | |||
| LMVTX | 92.84 | 0.43 | +0.47% |
| ClearBridge Value C | |||
| RMFHX | 60.19 | 0.27 | +0.45% |
| American Funds American Mutual R5E | |||
| FTVZX | 33.77 | 0.01 | +0.03% |
| FullerThaler Behav Md-Cp Val R6 | |||
| TPYYX | 9.17 | -0.05 | -0.54% |
| Touchstone Sands Capital Intl Gr Eq Y | |||