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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$14.63
Change-$0.10 (-0.68%)
VolumeN/A
Net Assets317.3M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BRSDX vs NAESX Comparison Chart in %
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BRSDX vs. NAESX commentary
Aug 17, 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 BRSDX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BRSDX (317M). NAESX pays higher dividends than BRSDX: NAESX (1.25) vs BRSDX (1.10). BRSDX was incepted earlier than NAESX: BRSDX (10 years) vs NAESX (65 years). BRSDX (1.13) is less costly to investors than NAESX (0.17). BRSDX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). BRSDX has a lower initial minimum investment than NAESX: BRSDX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.78 vs. BRSDX (-0.76). NAESX return over 5 years is better than : 58.12 vs. BRSDX (20.04).
| BRSDX | NAESX | BRSDX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 0.000 | 2.876 | - |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 154B | 0% |
| Annual Yield % from dividends | 1.10 | 1.25 | 88% |
| Returns for 1 year | -0.76 | 11.78 | -6% |
| Returns for 3 years | 0.28 | 21.26 | 1% |
| Returns for 5 years | 20.04 | 58.12 | 34% |
| Returns for 10 years | N/A | 112.09 | - |
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