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BRSTX vs VSMAX
BRSTX vs VSMAX Comparison
Open Charts BRSTX vs VSMAX
MFS Blended Research Small Cap Eq R3
Price$14.70
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets317.96M
Vanguard Small Cap Index Admiral Shares
Price$117.94
Change-$0.23 (-0.19%)
VolumeN/A
Net Assets154.18B
BRSTX vs VSMAX Comparison Chart in %
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BRSTX vs. VSMAX commentary
Aug 20, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. BRSTX (318M). VSMAX pays higher dividends than BRSTX: VSMAX (1.37) vs BRSTX (1.12). 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: 61.00 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 : 8.03 vs. BRSTX (-4.87). VSMAX return over 5 years is better than : 59.34 vs. BRSTX (22.17).
| 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 | -0.271 | 2.587 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 154B | 0% |
| Annual Yield % from dividends | 1.12 | 1.37 | 82% |
| Returns for 1 year | -4.87 | 8.03 | -61% |
| Returns for 3 years | 2.59 | 24.10 | 11% |
| Returns for 5 years | 22.17 | 59.34 | 37% |
| Returns for 10 years | N/A | 125.03 | - |
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