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BRSJX vs VRTIX
BRSJX vs VRTIX Comparison
Open Charts BRSJX vs VRTIX
MFS Blended Research Small Cap Eq I
Price$15.03
Change-$0.04 (-0.27%)
VolumeN/A
Net Assets314.22M
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
BRSJX vs VRTIX Comparison Chart in %
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BRSJX vs. VRTIX commentary
Dec 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 Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BRSJX (314M). BRSJX (1.23) and VRTIX (1.17) have matching dividends . BRSJX was incepted earlier than VRTIX: BRSJX (10 years) vs VRTIX (15 years). BRSJX (0.88) is less costly to investors than VRTIX (0.07). BRSJX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (14.00). BRSJX has a lower initial minimum investment than VRTIX: BRSJX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 11.46 vs. BRSJX (-0.33). VRTIX return over 5 years is better than : 28.56 vs. BRSJX (4.39).
| BRSJX | VRTIX | BRSJX / VRTIX | |
| Total Expense Ratio | 0.74 | 0.07 | 1,057% |
| Annual Report Gross Expense Ratio | 0.88 | 0.07 | 1,257% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 1.076 | 13.890 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 14.3B | 2% |
| Annual Yield % from dividends | 1.23 | 1.17 | 105% |
| Returns for 1 year | -0.33 | 11.46 | -3% |
| Returns for 3 years | 19.79 | 46.71 | 42% |
| Returns for 5 years | 4.39 | 28.56 | 15% |
| Returns for 10 years | 55.92 | 128.00 | 44% |
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