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BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$13.63
Change-$0.29 (-2.08%)
VolumeN/A
Net Assets308.63M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BRSTX vs NAESX Comparison Chart
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BRSTX vs. NAESX commentary
Jun 16, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BRSTX (309M). NAESX pays higher dividends than BRSTX: NAESX (1.35) vs BRSTX (1.19). 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 : 5.19 vs. BRSTX (-7.84). NAESX return over 5 years is better than : 63.19 vs. BRSTX (24.30).
| 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 | -7.531 | -4.390 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 148B | 0% |
| Annual Yield % from dividends | 1.19 | 1.35 | 88% |
| Returns for 1 year | -7.84 | 5.19 | -151% |
| Returns for 3 years | 5.64 | 31.28 | 18% |
| Returns for 5 years | 24.30 | 63.19 | 38% |
| Returns for 10 years | N/A | 92.88 | - |
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