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BRSDX vs VRTIX
BRSDX vs VRTIX Comparison
Open Charts BRSDX vs VRTIX
MFS Blended Research Small Cap Eq A
Price$15.45
Change+$0.26 (+1.71%)
VolumeN/A
Net Assets318.78M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
BRSDX vs VRTIX Comparison Chart in %
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BRSDX vs. VRTIX commentary
Feb 05, 2026
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.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BRSDX (319M). VRTIX pays higher dividends than BRSDX: VRTIX (1.19) vs BRSDX (0.37). 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 (14.00). 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 : 17.71 vs. BRSDX (5.15). VRTIX return over 5 years is better than : 22.38 vs. BRSDX (-2.57).
| BRSDX | VRTIX | BRSDX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.13 | 0.07 | 1,614% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 5.822 | 6.757 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 14.3B | 2% |
| Annual Yield % from dividends | 0.37 | 1.19 | 31% |
| Returns for 1 year | 5.15 | 17.71 | 29% |
| Returns for 3 years | 10.02 | 35.16 | 28% |
| Returns for 5 years | -2.57 | 22.38 | -11% |
| Returns for 10 years | 84.48 | 180.76 | 47% |
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