Interact to see
Advertisement
Advertisement
BRSBX vs NAESX
BRSBX vs NAESX Comparison
Open Charts BRSBX vs NAESX
MFS Blended Research Small Cap Eq B
Price$13.84
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets315.79M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BRSBX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRSBX vs. NAESX commentary
Jul 27, 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 BRSBX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BRSBX (316M). NAESX pays higher dividends than BRSBX: NAESX (1.28) vs BRSBX (0.00). BRSBX was incepted earlier than NAESX: BRSBX (10 years) vs NAESX (65 years). BRSBX (1.88) is less costly to investors than NAESX (0.17). BRSBX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). BRSBX has a lower initial minimum investment than NAESX: BRSBX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. BRSBX (-9.01). NAESX return over 5 years is better than : 66.66 vs. BRSBX (20.98).
| BRSBX | NAESX | BRSBX / NAESX | |
| Total Expense Ratio | 1.74 | 0.17 | 1,024% |
| Annual Report Gross Expense Ratio | 1.88 | 0.17 | 1,106% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -1.844 | 2.781 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -9.01 | 8.46 | -106% |
| Returns for 3 years | 4.77 | 34.15 | 14% |
| Returns for 5 years | 20.98 | 66.66 | 31% |
| Returns for 10 years | N/A | 114.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement