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BRSPX vs NAESX
BRSPX vs NAESX Comparison
Open Charts BRSPX vs NAESX
MFS Blended Research Small Cap Eq R1
Price$14.85
Change+$0.21 (+1.43%)
VolumeN/A
Net Assets314.3M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
BRSPX vs NAESX Comparison Chart in %
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BRSPX vs. NAESX 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 NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSPX (314M). NAESX pays higher dividends than BRSPX: NAESX (1.21) vs BRSPX (0.32). 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: 66.00 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 : -0.86 vs. BRSPX (-9.32). NAESX return over 5 years is better than : 40.97 vs. BRSPX (9.57).
| 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 | 4.484 | 7.092 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 162B | 0% |
| Annual Yield % from dividends | 0.32 | 1.21 | 27% |
| Returns for 1 year | -9.32 | -0.86 | 1,082% |
| Returns for 3 years | 7.73 | 32.07 | 24% |
| Returns for 5 years | 9.57 | 40.97 | 23% |
| Returns for 10 years | 45.02 | 131.34 | 34% |
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