BRSHX
Price
$13.84
Change
+$0.10 (+0.73%)
Updated
Jul 3 closing price
Net Assets
321.32M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

BRSHX vs NAESX

Header iconBRSHX vs NAESX Comparison
Open Charts BRSHX vs NAESXBanner chart's image
MFS Blended Research Small Cap Eq C
Price$13.84
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets321.32M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
BRSHX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BRSHX vs. NAESX 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 BRSHX is a Buy and NAESX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BRSHX (321M). NAESX pays higher dividends than BRSHX: NAESX (1.28) vs BRSHX (0.26). BRSHX was incepted earlier than NAESX: BRSHX (10 years) vs NAESX (65 years). BRSHX (1.88) is less costly to investors than NAESX (0.17). BRSHX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). BRSHX has a lower initial minimum investment than NAESX: BRSHX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. BRSHX (-1.69). NAESX return over 5 years is better than : 69.32 vs. BRSHX (23.86).
BRSHXNAESXBRSHX / NAESX
Total Expense Ratio1.740.171,024%
Annual Report Gross Expense Ratio1.880.171,106%
Fund Existence10 years65 years-
Gain YTD-1.4951.432-104%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets321M148B0%
Annual Yield % from dividends0.261.2820%
Returns for 1 year-1.6912.22-14%
Returns for 3 years9.3237.8325%
Returns for 5 years23.8669.3234%
Returns for 10 yearsN/A108.83-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
GAST30.111.17
+4.05%
Gabelli Automation ETF
ILCB86.740.66
+0.77%
iShares Morningstar U.S. Equity ETF
VEGA46.290.13
+0.29%
AdvisorShares STAR Global Buy-Write ETF
CSHP99.12N/A
N/A
iShares Enhanced ST Bond Active ETF
RSPS30.60-0.15
-0.49%
Invesco S&P 500® Eql Wt Cnsm Stapl ETF