Interact to see
Advertisement
Advertisement
BRSSX vs NAESX
BRSSX vs NAESX Comparison
Open Charts BRSSX vs NAESX
MFS Blended Research Small Cap Eq R2
Price$14.40
Change+$0.09 (+0.63%)
VolumeN/A
Net Assets315.79M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BRSSX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRSSX vs. NAESX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BRSSX (316M). NAESX pays higher dividends than BRSSX: NAESX (1.28) vs BRSSX (0.84). 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: 61.00 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 : 8.46 vs. BRSSX (-8.35). NAESX return over 5 years is better than : 66.66 vs. BRSSX (24.98).
| 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 | -1.505 | 2.781 | -54% |
| 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 | 0.84 | 1.28 | 66% |
| Returns for 1 year | -8.35 | 8.46 | -99% |
| Returns for 3 years | 6.81 | 34.15 | 20% |
| Returns for 5 years | 24.98 | 66.66 | 37% |
| Returns for 10 years | N/A | 114.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| CNYJPY | 20.63 | N/A | N/A |
| China Yuan - Japan Yen | |||
| NZDCAD | 0.83 | N/A | N/A |
| New Zealand Dollar - Canadian Dollar | |||
| GBPUSD | 1.34 | -0.00 | -0.01% |
| United Kingdom Pound - United States Dollar | |||
| QEFA | 86.19 | -0.13 | -0.15% |
| SPDR® MSCI EAFE StrategicFactors ETF | |||
| CADAUD | 1.09 | -0.02 | -1.51% |
| Canadian Dollar - Australian Dollar | |||