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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$14.85
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets317.47M
Vanguard Small Cap Index I
Price$117.92
Change-$0.23 (-0.19%)
VolumeN/A
Net Assets154.18B
BRSJX vs NAESX Comparison Chart in %
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BRSJX vs. NAESX commentary
Aug 20, 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 BRSJX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BRSJX (317M). BRSJX pays higher dividends than NAESX: BRSJX (1.34) vs NAESX (1.25). BRSJX was incepted earlier than NAESX: BRSJX (10 years) vs NAESX (65 years). BRSJX (0.88) is less costly to investors than NAESX (0.17). BRSJX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). BRSJX has a lower initial minimum investment than NAESX: BRSJX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.00 vs. BRSJX (-4.57). NAESX return over 5 years is better than : 59.17 vs. BRSJX (23.79).
| BRSJX | NAESX | BRSJX / NAESX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -0.134 | 2.563 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 154B | 0% |
| Annual Yield % from dividends | 1.34 | 1.25 | 107% |
| Returns for 1 year | -4.57 | 8.00 | -57% |
| Returns for 3 years | 3.41 | 24.01 | 14% |
| Returns for 5 years | 23.79 | 59.17 | 40% |
| Returns for 10 years | N/A | 124.48 | - |
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