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BRSTX vs VSMAX
BRSTX vs VSMAX Comparison
Open Charts BRSTX vs VSMAX
MFS Blended Research Small Cap Eq R3
Price$15.07
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets306.21M
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
BRSTX vs VSMAX Comparison Chart in %
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BRSTX vs. VSMAX commentary
Oct 19, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. BRSTX (306M). VSMAX pays higher dividends than BRSTX: VSMAX (1.34) vs BRSTX (1.05). BRSTX was incepted earlier than VSMAX: BRSTX (10 years) vs VSMAX (25 years). BRSTX (1.13) is less costly to investors than VSMAX (0.05). BRSTX is a more actively managed with annual turnover of: 66.00 vs. VSMAX (13.00). BRSTX has a lower initial minimum investment than VSMAX: BRSTX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 4.95 vs. BRSTX (-5.74). VSMAX return over 5 years is better than : 55.46 vs. BRSTX (21.29).
| BRSTX | VSMAX | BRSTX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.13 | 0.05 | 2,260% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 2.239 | 5.599 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 162B | 0% |
| Annual Yield % from dividends | 1.05 | 1.34 | 78% |
| Returns for 1 year | -5.74 | 4.95 | -116% |
| Returns for 3 years | 15.31 | 42.02 | 36% |
| Returns for 5 years | 21.29 | 55.46 | 38% |
| Returns for 10 years | 56.28 | 130.86 | 43% |
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