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BRSBX vs VSMAX
BRSBX vs VSMAX Comparison
Open Charts BRSBX vs VSMAX
MFS Blended Research Small Cap Eq B
Price$12.99
Change-$0.28 (-2.11%)
VolumeN/A
Net Assets308.63M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BRSBX vs VSMAX Comparison Chart
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BRSBX vs. VSMAX 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 BRSBX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. BRSBX (309M). VSMAX pays higher dividends than BRSBX: VSMAX (1.48) vs BRSBX (0.00). BRSBX was incepted earlier than VSMAX: BRSBX (10 years) vs VSMAX (25 years). BRSBX (1.88) is less costly to investors than VSMAX (0.05). BRSBX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). BRSBX has a lower initial minimum investment than VSMAX: BRSBX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. BRSBX (-8.33). VSMAX return over 5 years is better than : 63.38 vs. BRSBX (18.74).
| BRSBX | VSMAX | BRSBX / VSMAX | |
| Total Expense Ratio | 1.74 | 0.05 | 3,480% |
| Annual Report Gross Expense Ratio | 1.88 | 0.05 | 3,760% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -7.872 | -4.364 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.48 | - |
| Returns for 1 year | -8.33 | 5.22 | -159% |
| Returns for 3 years | 2.77 | 31.37 | 9% |
| Returns for 5 years | 18.74 | 63.38 | 30% |
| Returns for 10 years | N/A | 93.38 | - |
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