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BRSYX vs NAESX
BRSYX vs NAESX Comparison
Open Charts BRSYX vs NAESX
MFS Blended Research Small Cap Eq R6
Price$14.89
Change-$0.63 (-4.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
BRSYX vs NAESX Comparison Chart
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BRSYX vs. NAESX commentary
Dec 19, 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 BRSYX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. BRSYX (349M). NAESX pays higher dividends than BRSYX: NAESX (1.31) vs BRSYX (0.86). BRSYX was incepted earlier than NAESX: BRSYX (9 years) vs NAESX (64 years). BRSYX is a more actively managed with annual turnover of: 56.00 vs. NAESX (12.00). BRSYX has a lower initial minimum investment than NAESX: BRSYX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. BRSYX (5.14). NAESX return over 5 years is better than : 53.79 vs. BRSYX (12.27).
| BRSYX | NAESX | BRSYX / 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 | 3.100 | 17.994 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 167B | 0% |
| Annual Yield % from dividends | 0.86 | 1.31 | 66% |
| Returns for 1 year | 5.14 | 19.54 | 26% |
| Returns for 3 years | 0.29 | 15.71 | 2% |
| Returns for 5 years | 12.27 | 53.79 | 23% |
| Returns for 10 years | N/A | 124.30 | - |
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