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BRSUX vs NAESX
BRSUX vs NAESX Comparison
Open Charts BRSUX vs NAESX
MFS Blended Research Small Cap Eq R4
Price$15.97
Change-$0.16 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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BRSUX vs NAESX Comparison Chart
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BRSUX vs. NAESX commentary
Sep 21, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. BRSUX (350M). 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 : 25.47 vs. BRSUX (20.32). NAESX return over 5 years is better than : 53.25 vs. BRSUX (22.56).
| 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 | 4.859 | 10.861 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 149B | 0% |
| Annual Yield % from dividends | 0.77 | 1.31 | 58% |
| Returns for 1 year | 20.32 | 25.47 | 80% |
| Returns for 3 years | -7.78 | 8.84 | -88% |
| Returns for 5 years | 22.56 | 53.25 | 42% |
| Returns for 10 years | N/A | 120.79 | - |
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