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BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$13.79
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets315.79M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BRSPX vs NAESX Comparison Chart in %
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BRSPX vs. NAESX 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 BRSPX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BRSPX (316M). NAESX pays higher dividends than BRSPX: NAESX (1.28) vs BRSPX (0.35). BRSPX was incepted earlier than NAESX: BRSPX (10 years) vs NAESX (65 years). BRSPX (1.88) is less costly to investors than NAESX (0.17). BRSPX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). BRSPX has a lower initial minimum investment than NAESX: BRSPX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. BRSPX (-9.05). NAESX return over 5 years is better than : 66.66 vs. BRSPX (20.92).
| BRSPX | NAESX | BRSPX / NAESX | |
| Total Expense Ratio | 1.74 | 0.17 | 1,024% |
| Annual Report Gross Expense Ratio | 1.88 | 0.17 | 1,106% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -1.851 | 2.781 | -67% |
| 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 | 0.35 | 1.28 | 28% |
| Returns for 1 year | -9.05 | 8.46 | -107% |
| Returns for 3 years | 4.80 | 34.15 | 14% |
| Returns for 5 years | 20.92 | 66.66 | 31% |
| Returns for 10 years | N/A | 114.71 | - |
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