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BRSDX vs VRTIX
BRSDX vs VRTIX Comparison
Open Charts BRSDX vs VRTIX
MFS Blended Research Small Cap Eq A
Price$14.88
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets314.96M
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
BRSDX vs VRTIX Comparison Chart in %
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BRSDX vs. VRTIX 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 VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BRSDX (315M). 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 (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 : 13.07 vs. BRSDX (0.47). VRTIX return over 5 years is better than : 29.26 vs. BRSDX (3.38).
| 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 | 1.222 | 14.503 | 8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 14.3B | 2% |
| Annual Yield % from dividends | 1.00 | 1.17 | 86% |
| Returns for 1 year | 0.47 | 13.07 | 4% |
| Returns for 3 years | 18.88 | 46.54 | 41% |
| Returns for 5 years | 3.38 | 29.26 | 12% |
| Returns for 10 years | 53.43 | 130.53 | 41% |
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