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BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$14.54
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets315.79M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BRSTX vs NAESX Comparison Chart in %
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BRSTX vs. NAESX commentary
Jul 27, 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: 153B vs. BRSTX (316M). 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 : 8.46 vs. BRSTX (-8.09). NAESX return over 5 years is better than : 66.66 vs. BRSTX (26.71).
| 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 | -1.357 | 2.781 | -49% |
| 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 | 1.13 | 1.28 | 89% |
| Returns for 1 year | -8.09 | 8.46 | -96% |
| Returns for 3 years | 7.68 | 34.15 | 23% |
| Returns for 5 years | 26.71 | 66.66 | 40% |
| Returns for 10 years | N/A | 114.71 | - |
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