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BRSDX vs VSMAX
BRSDX vs VSMAX Comparison
Open Charts BRSDX vs VSMAX
MFS Blended Research Small Cap Eq A
Price$14.57
Change+$0.12 (+0.83%)
VolumeN/A
Net Assets321.32M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
BRSDX vs VSMAX Comparison Chart in %
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BRSDX vs. VSMAX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. BRSDX (321M). VSMAX pays higher dividends than BRSDX: VSMAX (1.40) vs BRSDX (1.11). 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: 61.00 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 : 12.25 vs. BRSDX (-0.64). VSMAX return over 5 years is better than : 69.54 vs. BRSDX (29.83).
| 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 | -1.086 | 1.447 | -75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 148B | 0% |
| Annual Yield % from dividends | 1.11 | 1.40 | 79% |
| Returns for 1 year | -0.64 | 12.25 | -5% |
| Returns for 3 years | 12.29 | 37.95 | 32% |
| Returns for 5 years | 29.83 | 69.54 | 43% |
| Returns for 10 years | N/A | 109.34 | - |