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BRSDX vs NAESX
BRSDX vs NAESX Comparison
Open Charts BRSDX vs NAESX
MFS Blended Research Small Cap Eq A
Price$14.88
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets314.22M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
BRSDX vs NAESX Comparison Chart in %
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BRSDX vs. NAESX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. BRSDX (314M). NAESX pays higher dividends than BRSDX: NAESX (1.21) vs BRSDX (1.00). 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 : 7.55 vs. BRSDX (-0.40). NAESX return over 5 years is better than : 36.08 vs. BRSDX (3.17).
| 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 | 1.018 | 9.616 | 11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 163B | 0% |
| Annual Yield % from dividends | 1.00 | 1.21 | 83% |
| Returns for 1 year | -0.40 | 7.55 | -5% |
| Returns for 3 years | 19.11 | 45.02 | 42% |
| Returns for 5 years | 3.17 | 36.08 | 9% |
| Returns for 10 years | 52.36 | 141.47 | 37% |
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