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BRSTX vs VSMAX
BRSTX vs VSMAX Comparison
Open Charts BRSTX vs VSMAX
MFS Blended Research Small Cap Eq R3
Price$14.58
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets321.32M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
BRSTX vs VSMAX Comparison Chart in %
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BRSTX vs. VSMAX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. BRSTX (321M). VSMAX pays higher dividends than BRSTX: VSMAX (1.40) vs BRSTX (1.13). 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 : 12.25 vs. BRSTX (-0.69). VSMAX return over 5 years is better than : 69.54 vs. BRSTX (29.83).
| 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 | -1.085 | 1.447 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 148B | 0% |
| Annual Yield % from dividends | 1.13 | 1.40 | 81% |
| Returns for 1 year | -0.69 | 12.25 | -6% |
| Returns for 3 years | 12.32 | 37.95 | 32% |
| Returns for 5 years | 29.83 | 69.54 | 43% |
| Returns for 10 years | N/A | 109.34 | - |