BRSHX
Price
$14.27
Change
+$0.01 (+0.07%)
Updated
Oct 17 closing price
Net Assets
305.75M
DFSTX
Price
$50.88
Change
+$0.01 (+0.02%)
Updated
Oct 17 closing price
Net Assets
16.83B
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BRSHX vs DFSTX

Header iconBRSHX vs DFSTX Comparison
Open Charts BRSHX vs DFSTXBanner chart's image
MFS Blended Research Small Cap Eq C
Price$14.27
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets305.75M
DFA US Small Cap I
Price$50.88
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets16.83B
BRSHX vs DFSTX Comparison Chart in %
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BRSHX vs. DFSTX commentary
Oct 19, 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 BRSHX is a Hold and DFSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. BRSHX (306M). DFSTX pays higher dividends than BRSHX: DFSTX (1.07) vs BRSHX (0.24). BRSHX was incepted earlier than DFSTX: BRSHX (10 years) vs DFSTX (34 years). BRSHX (1.88) is less costly to investors than DFSTX (0.28). BRSHX is a more actively managed with annual turnover of: 66.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than BRSHX: DFSTX (0) vs BRSHX (1000). DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. BRSHX (-6.70). DFSTX return over 5 years is better than : 62.62 vs. BRSHX (15.72).
BRSHXDFSTXBRSHX / DFSTX
Total Expense Ratio1.740.27644%
Annual Report Gross Expense Ratio1.880.28671%
Fund Existence10 years34 years-
Gain YTD1.5664.89332%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets306M16.8B2%
Annual Yield % from dividends0.241.0723%
Returns for 1 year-6.703.09-217%
Returns for 3 years12.1834.0636%
Returns for 5 years15.7262.6225%
Returns for 10 years43.4273.6059%
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