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BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$14.93
Change-$0.19 (-1.26%)
VolumeN/A
Net Assets315.98M
Vanguard Small Cap Index I
Price$125.81
Change-$1.72 (-1.35%)
VolumeN/A
Net Assets163.34B
BRSTX vs NAESX Comparison Chart in %
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BRSTX vs. NAESX commentary
Dec 14, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. BRSTX (316M). NAESX pays higher dividends than BRSTX: NAESX (1.21) vs BRSTX (1.03). 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: 66.00 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 : 4.21 vs. BRSTX (-4.36). NAESX return over 5 years is better than : 42.60 vs. BRSTX (8.76).
| 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 | 2.578 | 10.991 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 163B | 0% |
| Annual Yield % from dividends | 1.03 | 1.21 | 85% |
| Returns for 1 year | -4.36 | 4.21 | -104% |
| Returns for 3 years | 11.98 | 41.52 | 29% |
| Returns for 5 years | 8.76 | 42.60 | 21% |
| Returns for 10 years | 63.17 | 152.64 | 41% |
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