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BRSJX vs VSMAX
BRSJX vs VSMAX Comparison
Open Charts BRSJX vs VSMAX
MFS Blended Research Small Cap Eq I
Price$13.77
Change-$0.29 (-2.06%)
VolumeN/A
Net Assets308.63M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BRSJX vs VSMAX Comparison Chart
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BRSJX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. BRSJX (309M). VSMAX (1.48) and BRSJX (1.42) have matching dividends . BRSJX was incepted earlier than VSMAX: BRSJX (10 years) vs VSMAX (25 years). BRSJX (0.88) is less costly to investors than VSMAX (0.05). BRSJX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00). BRSJX has a lower initial minimum investment than VSMAX: BRSJX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. BRSJX (-7.52). VSMAX return over 5 years is better than : 63.38 vs. BRSJX (26.02).
| BRSJX | VSMAX | BRSJX / VSMAX | |
| Total Expense Ratio | 0.74 | 0.05 | 1,480% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -7.397 | -4.364 | 170% |
| 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 | 1.48 | 96% |
| Returns for 1 year | -7.52 | 5.22 | -144% |
| Returns for 3 years | 6.50 | 31.37 | 21% |
| Returns for 5 years | 26.02 | 63.38 | 41% |
| Returns for 10 years | N/A | 93.38 | - |
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