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BRSUX vs NAESX
BRSUX vs NAESX Comparison
Open Charts BRSUX vs NAESX
MFS Blended Research Small Cap Eq R4
Price$15.62
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets321.33M
Vanguard Small Cap Index I
Price$130.85
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
BRSUX vs NAESX Comparison Chart in %
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BRSUX vs. NAESX commentary
Jan 15, 2026
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 (321M). NAESX pays higher dividends than BRSUX: NAESX (1.22) vs BRSUX (0.63). 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 : 12.98 vs. BRSUX (5.99). NAESX return over 5 years is better than : 34.90 vs. BRSUX (3.80).
| 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 | 5.755 | 5.883 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 162B | 0% |
| Annual Yield % from dividends | 0.63 | 1.22 | 52% |
| Returns for 1 year | 5.99 | 12.98 | 46% |
| Returns for 3 years | 17.06 | 40.70 | 42% |
| Returns for 5 years | 3.80 | 34.90 | 11% |
| Returns for 10 years | 86.77 | 185.16 | 47% |
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