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BRSYX vs NAESX
BRSYX vs NAESX Comparison
Open Charts BRSYX vs NAESX
MFS Blended Research Small Cap Eq R6
Price$14.63
Change-$0.35 (-2.34%)
VolumeN/A
Net Assets336.4M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
BRSYX vs NAESX Comparison Chart
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BRSYX vs. NAESX commentary
Feb 23, 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 BRSYX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BRSYX (336M). 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 : 14.23 vs. BRSYX (-3.26). NAESX return over 5 years is better than : 48.20 vs. BRSYX (7.49).
| 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 | -1.944 | 2.371 | -82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 161B | 0% |
| Annual Yield % from dividends | 0.86 | 1.31 | 66% |
| Returns for 1 year | -3.26 | 14.23 | -23% |
| Returns for 3 years | -1.41 | 21.97 | -6% |
| Returns for 5 years | 7.49 | 48.20 | 16% |
| Returns for 10 years | N/A | 110.71 | - |
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