BRSPX
Price
$14.85
Change
+$0.21 (+1.43%)
Updated
Dec 3 closing price
Net Assets
314.3M
DFSTX
Price
$52.78
Change
+$0.73 (+1.40%)
Updated
Dec 3 closing price
Net Assets
17.32B
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BRSPX vs DFSTX

Header iconBRSPX vs DFSTX Comparison
Open Charts BRSPX vs DFSTXBanner chart's image
MFS Blended Research Small Cap Eq R1
Price$14.85
Change+$0.21 (+1.43%)
VolumeN/A
Net Assets314.3M
DFA US Small Cap I
Price$52.78
Change+$0.73 (+1.40%)
VolumeN/A
Net Assets17.32B
BRSPX vs DFSTX Comparison Chart in %
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BRSPX vs. DFSTX commentary
Dec 04, 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 BRSPX is a Buy and DFSTX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.3B vs. BRSPX (314M). DFSTX pays higher dividends than BRSPX: DFSTX (1.05) vs BRSPX (0.32). BRSPX was incepted earlier than DFSTX: BRSPX (10 years) vs DFSTX (34 years). BRSPX (1.88) is less costly to investors than DFSTX (0.28). BRSPX is a more actively managed with annual turnover of: 66.00 vs. DFSTX (6.00). BRSPX (0) and DFSTX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : -1.01 vs. BRSPX (-9.32). DFSTX return over 5 years is better than : 48.90 vs. BRSPX (9.57).
BRSPXDFSTXBRSPX / DFSTX
Total Expense Ratio1.740.27644%
Annual Report Gross Expense Ratio1.880.28671%
Fund Existence10 years34 years-
Gain YTD4.4847.49060%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets314M17.3B2%
Annual Yield % from dividends0.321.0531%
Returns for 1 year-9.32-1.01927%
Returns for 3 years7.7325.4130%
Returns for 5 years9.5748.9020%
Returns for 10 years45.0274.8360%
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