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BRSYX vs NAESX
BRSYX vs NAESX Comparison
Open Charts BRSYX vs NAESX
MFS Blended Research Small Cap Eq R6
Price$13.82
Change-$0.29 (-2.06%)
VolumeN/A
Net Assets308.63M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BRSYX vs NAESX Comparison Chart
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BRSYX vs. NAESX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BRSYX (309M). BRSYX pays higher dividends than NAESX: BRSYX (1.53) vs NAESX (1.35). BRSYX was incepted earlier than NAESX: BRSYX (10 years) vs NAESX (65 years). BRSYX (0.78) is less costly to investors than NAESX (0.17). BRSYX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). 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 : 5.19 vs. BRSYX (-7.47). NAESX return over 5 years is better than : 63.19 vs. BRSYX (26.80).
| BRSYX | NAESX | BRSYX / NAESX | |
| Total Expense Ratio | 0.66 | 0.17 | 388% |
| Annual Report Gross Expense Ratio | 0.78 | 0.17 | 459% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -7.373 | -4.390 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 148B | 0% |
| Annual Yield % from dividends | 1.53 | 1.35 | 113% |
| Returns for 1 year | -7.47 | 5.19 | -144% |
| Returns for 3 years | 6.87 | 31.28 | 22% |
| Returns for 5 years | 26.80 | 63.19 | 42% |
| Returns for 10 years | N/A | 92.88 | - |
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