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BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$14.79
Change-$0.35 (-2.31%)
VolumeN/A
Net Assets302.71M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
BRSSX vs NAESX Comparison Chart in %
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BRSSX vs. NAESX commentary
Nov 14, 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 BRSSX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSSX (303M). NAESX pays higher dividends than BRSSX: NAESX (1.22) vs BRSSX (0.78). BRSSX was incepted earlier than NAESX: BRSSX (10 years) vs NAESX (65 years). BRSSX (1.38) is less costly to investors than NAESX (0.17). BRSSX is a more actively managed with annual turnover of: 66.00 vs. NAESX (13.00). BRSSX has a lower initial minimum investment than NAESX: BRSSX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.42 vs. BRSSX (-9.85). NAESX return over 5 years is better than : 48.22 vs. BRSSX (14.36).
| BRSSX | NAESX | BRSSX / NAESX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.38 | 0.17 | 812% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 1.163 | 6.726 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 162B | 0% |
| Annual Yield % from dividends | 0.78 | 1.22 | 64% |
| Returns for 1 year | -9.85 | 1.42 | -692% |
| Returns for 3 years | 7.64 | 33.14 | 23% |
| Returns for 5 years | 14.36 | 48.22 | 30% |
| Returns for 10 years | 51.61 | 137.58 | 38% |
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