Ad is loading...
Ad is loading...
BRSYX vs VSMAX
BRSYX vs VSMAX Comparison
Open Charts BRSYX vs VSMAX
MFS Blended Research Small Cap Eq R6
Price$16.43
Change-$0.28 (-1.68%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BRSYX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRSYX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. BRSYX (347M). VSMAX pays higher dividends than BRSYX: VSMAX (1.42) vs BRSYX (0.86). BRSYX was incepted earlier than VSMAX: BRSYX (9 years) vs VSMAX (24 years). BRSYX is a more actively managed with annual turnover of: 56.00 vs. VSMAX (12.00). BRSYX has a lower initial minimum investment than VSMAX: BRSYX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. BRSYX (24.01). VSMAX return over 5 years is better than : 55.62 vs. BRSYX (21.10).
| BRSYX | VSMAX | BRSYX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 7.738 | 15.803 | 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 | 1.42 | 61% |
| Returns for 1 year | 24.01 | 30.28 | 79% |
| Returns for 3 years | -14.17 | 4.74 | -299% |
| Returns for 5 years | 21.10 | 55.62 | 38% |
| Returns for 10 years | N/A | 123.30 | - |