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BRSUX vs NAESX
BRSUX vs NAESX Comparison
Open Charts BRSUX vs NAESX
MFS Blended Research Small Cap Eq R4
Price$15.09
Change-$0.19 (-1.24%)
VolumeN/A
Net Assets315.98M
Vanguard Small Cap Index I
Price$125.81
Change-$1.72 (-1.35%)
VolumeN/A
Net Assets163.34B
BRSUX vs NAESX Comparison Chart in %
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BRSUX vs. NAESX commentary
Dec 13, 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 BRSUX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. BRSUX (316M). BRSUX (1.22) and NAESX (1.21) have matching dividends . BRSUX was incepted earlier than NAESX: BRSUX (10 years) vs NAESX (65 years). BRSUX (0.88) is less costly to investors than NAESX (0.17). BRSUX is a more actively managed with annual turnover of: 66.00 vs. NAESX (13.00). BRSUX has a lower initial minimum investment than NAESX: BRSUX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.21 vs. BRSUX (-4.32). NAESX return over 5 years is better than : 42.60 vs. BRSUX (10.11).
| BRSUX | NAESX | BRSUX / NAESX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 2.619 | 10.991 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 163B | 0% |
| Annual Yield % from dividends | 1.22 | 1.21 | 101% |
| Returns for 1 year | -4.32 | 4.21 | -103% |
| Returns for 3 years | 12.73 | 41.52 | 31% |
| Returns for 5 years | 10.11 | 42.60 | 24% |
| Returns for 10 years | 67.35 | 152.64 | 44% |
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