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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$14.57
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets321.32M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
BRSDX vs NAESX Comparison Chart in %
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BRSDX vs. NAESX 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 BRSDX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BRSDX (321M). NAESX pays higher dividends than BRSDX: NAESX (1.28) vs BRSDX (1.11). 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 : 12.22 vs. BRSDX (-0.64). NAESX return over 5 years is better than : 69.32 vs. BRSDX (29.83).
| 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 | -1.086 | 1.432 | -76% |
| Front Load | 6% | 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 | 1.11 | 1.28 | 87% |
| Returns for 1 year | -0.64 | 12.22 | -5% |
| Returns for 3 years | 12.29 | 37.83 | 32% |
| Returns for 5 years | 29.83 | 69.32 | 43% |
| Returns for 10 years | N/A | 108.83 | - |