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BRSJX vs VRTIX
BRSJX vs VRTIX Comparison
Open Charts BRSJX vs VRTIX
MFS Blended Research Small Cap Eq I
Price$15.61
Change+$0.24 (+1.56%)
VolumeN/A
Net Assets318.5M
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
BRSJX vs VRTIX Comparison Chart in %
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BRSJX vs. VRTIX commentary
Feb 05, 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 BRSJX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BRSJX (319M). VRTIX pays higher dividends than BRSJX: VRTIX (1.19) vs BRSJX (0.61). 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 : 17.71 vs. BRSJX (5.43). VRTIX return over 5 years is better than : 22.38 vs. BRSJX (-1.23).
| 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 | 5.831 | 6.757 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 14.3B | 2% |
| Annual Yield % from dividends | 0.61 | 1.19 | 52% |
| Returns for 1 year | 5.43 | 17.71 | 31% |
| Returns for 3 years | 10.98 | 35.16 | 31% |
| Returns for 5 years | -1.23 | 22.38 | -6% |
| Returns for 10 years | 89.50 | 180.76 | 50% |
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