Interact to see
Advertisement
Advertisement
BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$15.54
Change+$0.16 (+1.04%)
VolumeN/A
Net Assets326.38M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
BRSJX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRSJX vs. NAESX commentary
Sep 28, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BRSJX (326M). BRSJX (1.25) and NAESX (1.20) have matching dividends . 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: 66.00 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 (-1.20). NAESX return over 5 years is better than : 71.48 vs. BRSJX (38.40).
| 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 | 4.506 | 6.199 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 161B | 0% |
| Annual Yield % from dividends | 1.25 | 1.20 | 105% |
| Returns for 1 year | -1.20 | 8.00 | -15% |
| Returns for 3 years | 26.73 | 50.66 | 53% |
| Returns for 5 years | 38.40 | 71.48 | 54% |
| Returns for 10 years | 73.01 | 148.14 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement