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BRSDX vs VSMAX
BRSDX vs VSMAX Comparison
Open Charts BRSDX vs VSMAX
MFS Blended Research Small Cap Eq A
Price$15.44
Change+$0.20 (+1.31%)
VolumeN/A
Net Assets330.59M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BRSDX vs VSMAX Comparison Chart in %
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BRSDX vs. VSMAX commentary
Sep 08, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. BRSDX (331M). VSMAX pays higher dividends than BRSDX: VSMAX (1.31) vs BRSDX (1.03). BRSDX was incepted earlier than VSMAX: BRSDX (10 years) vs VSMAX (25 years). BRSDX (1.13) is less costly to investors than VSMAX (0.05). BRSDX is a more actively managed with annual turnover of: 66.00 vs. VSMAX (13.00). BRSDX has a lower initial minimum investment than VSMAX: BRSDX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. BRSDX (2.38). VSMAX return over 5 years is better than : 66.80 vs. BRSDX (31.87).
| BRSDX | VSMAX | BRSDX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 5.295 | 6.527 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 331M | 161B | 0% |
| Annual Yield % from dividends | 1.03 | 1.31 | 78% |
| Returns for 1 year | 2.38 | 13.64 | 17% |
| Returns for 3 years | 18.36 | 39.35 | 47% |
| Returns for 5 years | 31.87 | 66.80 | 48% |
| Returns for 10 years | N/A | 132.90 | - |
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