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BRSJX vs NAESX
BRSJX vs NAESX Comparison
Open Charts BRSJX vs NAESX
MFS Blended Research Small Cap Eq I
Price$13.77
Change-$0.29 (-2.06%)
VolumeN/A
Net Assets308.63M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BRSJX vs NAESX Comparison Chart
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BRSJX vs. NAESX commentary
Jun 16, 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: 148B vs. BRSJX (309M). BRSJX (1.42) and NAESX (1.35) 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: 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 : 5.19 vs. BRSJX (-7.52). NAESX return over 5 years is better than : 63.19 vs. BRSJX (26.02).
| 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 | -7.397 | -4.390 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 148B | 0% |
| Annual Yield % from dividends | 1.42 | 1.35 | 105% |
| Returns for 1 year | -7.52 | 5.19 | -145% |
| Returns for 3 years | 6.50 | 31.28 | 21% |
| Returns for 5 years | 26.02 | 63.19 | 41% |
| Returns for 10 years | N/A | 92.88 | - |
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