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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$15.05
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets305.75M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
BRSDX vs NAESX Comparison Chart in %
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BRSDX vs. NAESX commentary
Oct 18, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSDX (306M). NAESX pays higher dividends than BRSDX: NAESX (1.23) vs BRSDX (1.02). 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: 66.00 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 : 4.92 vs. BRSDX (-5.77). NAESX return over 5 years is better than : 55.28 vs. BRSDX (21.19).
| 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 | 2.172 | 5.577 | 39% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 162B | 0% |
| Annual Yield % from dividends | 1.02 | 1.23 | 83% |
| Returns for 1 year | -5.77 | 4.92 | -117% |
| Returns for 3 years | 15.20 | 41.91 | 36% |
| Returns for 5 years | 21.19 | 55.28 | 38% |
| Returns for 10 years | 55.27 | 130.16 | 42% |
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