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BRSUX vs NAESX
BRSUX vs NAESX Comparison
Open Charts BRSUX vs NAESX
MFS Blended Research Small Cap Eq R4
Price$15.13
Change-$0.35 (-2.26%)
VolumeN/A
Net Assets309.78M
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
BRSUX vs NAESX Comparison Chart in %
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BRSUX vs. NAESX commentary
Nov 14, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BRSUX (310M). BRSUX (1.24) and NAESX (1.22) 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 : 1.42 vs. BRSUX (-9.34). NAESX return over 5 years is better than : 48.22 vs. BRSUX (17.60).
| 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 | 1.612 | 6.726 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 162B | 0% |
| Annual Yield % from dividends | 1.24 | 1.22 | 102% |
| Returns for 1 year | -9.34 | 1.42 | -656% |
| Returns for 3 years | 9.48 | 33.14 | 29% |
| Returns for 5 years | 17.60 | 48.22 | 37% |
| Returns for 10 years | 59.88 | 137.58 | 44% |
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