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BRSBX vs VSMAX
BRSBX vs VSMAX Comparison
Open Charts BRSBX vs VSMAX
MFS Blended Research Small Cap Eq B
Price$13.89
Change+$0.11 (+0.80%)
VolumeN/A
Net Assets321.32M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
BRSBX vs VSMAX Comparison Chart in %
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BRSBX vs. VSMAX commentary
Jul 07, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. BRSBX (321M). VSMAX pays higher dividends than BRSBX: VSMAX (1.40) 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 : 12.25 vs. BRSBX (-1.70). VSMAX return over 5 years is better than : 69.54 vs. BRSBX (24.02).
| 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 | -1.489 | 1.447 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.40 | - |
| Returns for 1 year | -1.70 | 12.25 | -14% |
| Returns for 3 years | 9.28 | 37.95 | 24% |
| Returns for 5 years | 24.02 | 69.54 | 35% |
| Returns for 10 years | N/A | 109.34 | - |