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BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$14.92
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets306.21M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
BRSSX vs NAESX Comparison Chart in %
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BRSSX vs. NAESX commentary
Oct 19, 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 (306M). NAESX pays higher dividends than BRSSX: NAESX (1.23) 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 : 4.92 vs. BRSSX (-5.99). NAESX return over 5 years is better than : 55.28 vs. BRSSX (19.66).
| 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 | 2.052 | 5.577 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 162B | 0% |
| Annual Yield % from dividends | 0.78 | 1.23 | 63% |
| Returns for 1 year | -5.99 | 4.92 | -122% |
| Returns for 3 years | 14.35 | 41.91 | 34% |
| Returns for 5 years | 19.66 | 55.28 | 36% |
| Returns for 10 years | 52.33 | 130.16 | 40% |
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