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BRSUX vs VSMAX
BRSUX vs VSMAX Comparison
Open Charts BRSUX vs VSMAX
MFS Blended Research Small Cap Eq R4
Price$15.97
Change-$0.16 (-0.99%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
BRSUX vs VSMAX Comparison Chart
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BRSUX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. BRSUX (350M). VSMAX pays higher dividends than BRSUX: VSMAX (1.42) vs BRSUX (0.77). BRSUX was incepted earlier than VSMAX: BRSUX (9 years) vs VSMAX (24 years). BRSUX is a more actively managed with annual turnover of: 56.00 vs. VSMAX (12.00). BRSUX has a lower initial minimum investment than VSMAX: BRSUX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. BRSUX (20.32). VSMAX return over 5 years is better than : 53.45 vs. BRSUX (22.56).
| BRSUX | VSMAX | BRSUX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 4.859 | 10.898 | 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 | 1.42 | 54% |
| Returns for 1 year | 20.32 | 25.54 | 80% |
| Returns for 3 years | -7.78 | 8.91 | -87% |
| Returns for 5 years | 22.56 | 53.45 | 42% |
| Returns for 10 years | N/A | 121.55 | - |
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