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BRSJX vs VSMAX
BRSJX vs VSMAX Comparison
Open Charts BRSJX vs VSMAX
MFS Blended Research Small Cap Eq I
Price$14.68
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets315.79M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BRSJX vs VSMAX Comparison Chart in %
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BRSJX vs. VSMAX commentary
Jul 27, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. BRSJX (316M). VSMAX (1.40) and BRSJX (1.35) 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 : 8.49 vs. BRSJX (-7.83). VSMAX return over 5 years is better than : 66.87 vs. BRSJX (28.40).
| 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 | -1.278 | 2.804 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 153B | 0% |
| Annual Yield % from dividends | 1.35 | 1.40 | 97% |
| Returns for 1 year | -7.83 | 8.49 | -92% |
| Returns for 3 years | 8.52 | 34.27 | 25% |
| Returns for 5 years | 28.40 | 66.87 | 42% |
| Returns for 10 years | N/A | 115.21 | - |
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