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BRSDX vs VRTIX
BRSDX vs VRTIX Comparison
Open Charts BRSDX vs VRTIX
MFS Blended Research Small Cap Eq A
Price$15.67
Change+$0.21 (+1.36%)
VolumeN/A
Net Assets314.3M
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
BRSDX vs VRTIX Comparison Chart in %
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BRSDX vs. VRTIX commentary
Dec 05, 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 VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. BRSDX (314M). VRTIX pays higher dividends than BRSDX: VRTIX (1.17) vs BRSDX (1.00). 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 : 4.36 vs. BRSDX (-6.69). VRTIX return over 5 years is better than : 35.02 vs. BRSDX (13.31).
| 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 | 6.382 | 13.234 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 13.9B | 2% |
| Annual Yield % from dividends | 1.00 | 1.17 | 86% |
| Returns for 1 year | -6.69 | 4.36 | -153% |
| Returns for 3 years | 11.93 | 34.36 | 35% |
| Returns for 5 years | 13.31 | 35.02 | 38% |
| Returns for 10 years | 58.65 | 121.88 | 48% |
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