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BRSDX vs VRTIX
BRSDX vs VRTIX Comparison
Open Charts BRSDX vs VRTIX
MFS Blended Research Small Cap Eq A
Price$15.05
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets305.75M
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
BRSDX vs VRTIX Comparison Chart in %
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BRSDX vs. VRTIX 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 VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. BRSDX (306M). VRTIX pays higher dividends than BRSDX: VRTIX (1.20) 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 : 7.92 vs. BRSDX (-5.77). VRTIX return over 5 years is better than : 52.70 vs. BRSDX (21.19).
| 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 | 2.172 | 10.362 | 21% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 13.6B | 2% |
| Annual Yield % from dividends | 1.02 | 1.20 | 85% |
| Returns for 1 year | -5.77 | 7.92 | -73% |
| Returns for 3 years | 15.20 | 41.48 | 37% |
| Returns for 5 years | 21.19 | 52.70 | 40% |
| Returns for 10 years | 55.27 | 120.39 | 46% |
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