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BRSTX vs NAESX
BRSTX vs NAESX Comparison
Open Charts BRSTX vs NAESX
MFS Blended Research Small Cap Eq R3
Price$15.46
Change+$0.25 (+1.64%)
VolumeN/A
Net Assets318.5M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
BRSTX vs NAESX Comparison Chart in %
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BRSTX vs. NAESX commentary
Feb 04, 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 (319M). NAESX pays higher dividends than BRSTX: NAESX (1.16) vs BRSTX (0.38). 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 : 10.68 vs. BRSTX (5.09). NAESX return over 5 years is better than : 31.77 vs. BRSTX (-2.57).
| 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 | 5.818 | 5.519 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 162B | 0% |
| Annual Yield % from dividends | 0.38 | 1.16 | 33% |
| Returns for 1 year | 5.09 | 10.68 | 48% |
| Returns for 3 years | 9.99 | 33.00 | 30% |
| Returns for 5 years | -2.57 | 31.77 | -8% |
| Returns for 10 years | 85.23 | 185.98 | 46% |
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