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BRSYX vs NAESX
BRSYX vs NAESX Comparison
Open Charts BRSYX vs NAESX
MFS Blended Research Small Cap Eq R6
Price$12.59
Change-$1.04 (-7.63%)
VolumeN/A
Net Assets302.24M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
BRSYX vs NAESX Comparison Chart
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BRSYX vs. NAESX commentary
Apr 04, 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: 153B vs. BRSYX (302M). BRSYX pays higher dividends than NAESX: BRSYX (1.54) vs NAESX (1.39). 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 (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 : 1.18 vs. BRSYX (-10.86). NAESX return over 5 years is better than : 115.68 vs. BRSYX (61.35).
| 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 | -8.646 | -5.833 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 153B | 0% |
| Annual Yield % from dividends | 1.54 | 1.39 | 111% |
| Returns for 1 year | -10.86 | 1.18 | -924% |
| Returns for 3 years | -12.09 | 6.44 | -188% |
| Returns for 5 years | 61.35 | 115.68 | 53% |
| Returns for 10 years | N/A | 90.61 | - |
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