Interact to see
Advertisement
Advertisement
BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$14.58
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets321.32M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
BRSTX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRSTX vs. NAESX commentary
Jul 07, 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 BRSTX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BRSTX (321M). NAESX pays higher dividends than BRSTX: NAESX (1.28) vs BRSTX (1.13). BRSTX was incepted earlier than NAESX: BRSTX (10 years) vs NAESX (65 years). BRSTX (1.13) is less costly to investors than NAESX (0.17). BRSTX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). BRSTX has a lower initial minimum investment than NAESX: BRSTX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. BRSTX (-0.69). NAESX return over 5 years is better than : 69.32 vs. BRSTX (29.83).
| BRSTX | NAESX | BRSTX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -1.085 | 1.432 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 148B | 0% |
| Annual Yield % from dividends | 1.13 | 1.28 | 89% |
| Returns for 1 year | -0.69 | 12.22 | -6% |
| Returns for 3 years | 12.32 | 37.83 | 33% |
| Returns for 5 years | 29.83 | 69.32 | 43% |
| Returns for 10 years | N/A | 108.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers