BRSDX
Price
$14.93
Change
-$0.35 (-2.29%)
Updated
Nov 13 closing price
Net Assets
302.71M
VRTIX
Price
$366.15
Change
-$10.42 (-2.77%)
Updated
Nov 13 closing price
Net Assets
13.89B
Interact to see
Advertisement

BRSDX vs VRTIX

Header iconBRSDX vs VRTIX Comparison
Open Charts BRSDX vs VRTIXBanner chart's image
MFS Blended Research Small Cap Eq A
Price$14.93
Change-$0.35 (-2.29%)
VolumeN/A
Net Assets302.71M
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
BRSDX vs VRTIX Comparison Chart in %
View a ticker or compare two or three
VS
BRSDX vs. VRTIX commentary
Nov 14, 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 VRTIX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. BRSDX (303M). VRTIX pays higher dividends than BRSDX: VRTIX (1.18) vs BRSDX (1.02). BRSDX was incepted earlier than VRTIX: BRSDX (10 years) vs VRTIX (15 years). BRSDX (1.13) is less costly to investors than VRTIX (0.07). BRSDX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (12.00). BRSDX has a lower initial minimum investment than VRTIX: BRSDX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. BRSDX (-9.60). VRTIX return over 5 years is better than : 42.91 vs. BRSDX (15.93).
BRSDXVRTIXBRSDX / VRTIX
Total Expense Ratio0.990.071,414%
Annual Report Gross Expense Ratio1.130.071,614%
Fund Existence10 years15 years-
Gain YTD1.35810.35913%
Front Load6%N/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets303M13.9B2%
Annual Yield % from dividends1.021.1887%
Returns for 1 year-9.602.86-336%
Returns for 3 years8.5631.8427%
Returns for 5 years15.9342.9137%
Returns for 10 years54.65123.3644%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
REGL83.530.19
+0.23%
ProShares S&P MidCap 400 Dividend Arst
NFLT23.130.04
+0.17%
Virtus Newfleet Multi-Sect Bd ETF
PBL31.650.05
+0.15%
PGIM Portfolio Ballast ETF
CVSE73.94N/A
N/A
Calvert US Select Equity ETF
GJS23.04-0.17
-0.72%
Synthetic Fixed-Income Securities STRATS 2006-2 Goldman Sachs Group