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BRSYX vs NAESX
BRSYX vs NAESX Comparison
Open Charts BRSYX vs NAESX
MFS Blended Research Small Cap Eq R6
Price$15.23
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets344.65M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
BRSYX vs NAESX Comparison Chart
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BRSYX vs. NAESX commentary
Jan 19, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. BRSYX (345M). 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 : 21.23 vs. BRSYX (4.11). NAESX return over 5 years is better than : 48.81 vs. BRSYX (8.72).
| 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 | 2.078 | 3.370 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 155B | 0% |
| Annual Yield % from dividends | 0.86 | 1.31 | 66% |
| Returns for 1 year | 4.11 | 21.23 | 19% |
| Returns for 3 years | -1.58 | 17.16 | -9% |
| Returns for 5 years | 8.72 | 48.81 | 18% |
| Returns for 10 years | N/A | 126.44 | - |
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