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BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$15.45
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets321.33M
Vanguard Small Cap Index I
Price$130.85
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
BRSTX vs NAESX Comparison Chart in %
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BRSTX vs. NAESX commentary
Jan 15, 2026
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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSTX (321M). NAESX pays higher dividends than BRSTX: NAESX (1.22) vs BRSTX (0.40). 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 : 14.00 vs. BRSTX (5.66). NAESX return over 5 years is better than : 32.93 vs. BRSTX (2.29).
| 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 | 5.749 | 5.640 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 162B | 0% |
| Annual Yield % from dividends | 0.40 | 1.22 | 33% |
| Returns for 1 year | 5.66 | 14.00 | 40% |
| Returns for 3 years | 15.98 | 40.38 | 40% |
| Returns for 5 years | 2.29 | 32.93 | 7% |
| Returns for 10 years | 81.75 | 184.50 | 44% |
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