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BRSUX vs NAESX
BRSUX vs NAESX Comparison
Open Charts BRSUX vs NAESX
MFS Blended Research Small Cap Eq R4
Price$14.34
Change-$0.35 (-2.38%)
VolumeN/A
Net Assets316.48M
Vanguard Small Cap Index I
Price$114.57
Change-$1.97 (-1.69%)
VolumeN/A
Net Assets153.28B
BRSUX vs NAESX Comparison Chart in %
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BRSUX vs. NAESX commentary
Jul 17, 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: 153B vs. BRSUX (316M). BRSUX pays higher dividends than NAESX: BRSUX (1.35) vs NAESX (1.28). 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 : 6.99 vs. BRSUX (-8.14). NAESX return over 5 years is better than : 65.54 vs. BRSUX (26.25).
| 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 | -3.694 | 1.363 | -271% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 153B | 0% |
| Annual Yield % from dividends | 1.35 | 1.28 | 105% |
| Returns for 1 year | -8.14 | 6.99 | -116% |
| Returns for 3 years | 9.60 | 37.15 | 26% |
| Returns for 5 years | 26.25 | 65.54 | 40% |
| Returns for 10 years | N/A | 106.51 | - |
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