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BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$15.52
Change+$0.21 (+1.37%)
VolumeN/A
Net Assets314.3M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
BRSSX vs NAESX Comparison Chart in %
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BRSSX 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 BRSSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSSX (314M). NAESX pays higher dividends than BRSSX: NAESX (1.21) vs BRSSX (0.76). 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 : -0.86 vs. BRSSX (-8.65). NAESX return over 5 years is better than : 40.97 vs. BRSSX (13.17).
| 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 | 4.993 | 7.092 | 70% |
| 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 | 0.76 | 1.21 | 63% |
| Returns for 1 year | -8.65 | -0.86 | 1,004% |
| Returns for 3 years | 9.82 | 32.07 | 31% |
| Returns for 5 years | 13.17 | 40.97 | 32% |
| Returns for 10 years | 53.79 | 131.34 | 41% |
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