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BRSYX vs NAESX
BRSYX vs NAESX Comparison
Open Charts BRSYX vs NAESX
MFS Blended Research Small Cap Eq R6
Price$16.43
Change-$0.28 (-1.68%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BRSYX vs NAESX Comparison Chart
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BRSYX vs. NAESX commentary
Nov 18, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. BRSYX (347M). 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 : 30.24 vs. BRSYX (24.01). NAESX return over 5 years is better than : 55.43 vs. BRSYX (21.10).
| 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 | 7.738 | 15.758 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 347M | 151B | 0% |
| Annual Yield % from dividends | 0.86 | 1.31 | 66% |
| Returns for 1 year | 24.01 | 30.24 | 79% |
| Returns for 3 years | -14.17 | 4.66 | -304% |
| Returns for 5 years | 21.10 | 55.43 | 38% |
| Returns for 10 years | N/A | 122.58 | - |
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