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BRSHX vs NAESX
BRSHX vs NAESX Comparison
Open Charts BRSHX vs NAESX
MFS Blended Research Small Cap Eq C
Price$14.63
Change+$0.22 (+1.53%)
VolumeN/A
Net Assets318.78M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
BRSHX vs NAESX Comparison Chart in %
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BRSHX vs. NAESX commentary
Feb 04, 2026
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 NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSHX (319M). NAESX pays higher dividends than BRSHX: NAESX (1.16) vs BRSHX (0.00). 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: 66.00 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 : 10.68 vs. BRSHX (4.05). NAESX return over 5 years is better than : 31.77 vs. BRSHX (-7.25).
| BRSHX | NAESX | BRSHX / NAESX | |
| Total Expense Ratio | 1.74 | 0.17 | 1,024% |
| Annual Report Gross Expense Ratio | 1.88 | 0.17 | 1,106% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 5.785 | 5.519 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | 4.05 | 10.68 | 38% |
| Returns for 3 years | 6.96 | 33.00 | 21% |
| Returns for 5 years | -7.25 | 31.77 | -23% |
| Returns for 10 years | 69.81 | 185.98 | 38% |
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