BRSTX
Price
$14.54
Change
+$0.09 (+0.62%)
Updated
Jul 25 closing price
Net Assets
315.79M
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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BRSTX vs VSMAX

Header iconBRSTX vs VSMAX Comparison
Open Charts BRSTX vs VSMAXBanner chart's image
MFS Blended Research Small Cap Eq R3
Price$14.54
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets315.79M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BRSTX vs VSMAX Comparison Chart in %
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VS
BRSTX vs. VSMAX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. BRSTX (316M). 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 : 8.49 vs. BRSTX (-8.09). VSMAX return over 5 years is better than : 66.87 vs. BRSTX (26.71).
BRSTXVSMAXBRSTX / VSMAX
Total Expense Ratio0.990.051,980%
Annual Report Gross Expense Ratio1.130.052,260%
Fund Existence10 years25 years-
Gain YTD-1.3572.804-48%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets316M153B0%
Annual Yield % from dividends1.131.4081%
Returns for 1 year-8.098.49-95%
Returns for 3 years7.6834.2722%
Returns for 5 years26.7166.8740%
Returns for 10 yearsN/A115.21-
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