MFS Blended Research Small Cap Equity Fund (BRSJX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BRSJX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BRSJX
BRSJX charges 0.74% annually. There are 45 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | BRSJX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BRSJX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | BRSJX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | BRSJX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | BRSJX vs VSMAX |
Best Risk-Adjusted Alternatives to BRSJX
BRSJX has a PortfoliosLab risk / return rank of 45. There are 131 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | BRSJX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | BRSJX vs WESCX | |
| MainStay WMC Small Companies Fund | 92 | — | Jan 1987 | BRSJX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | BRSJX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | BRSJX vs RYOTX |
Top Performing BRSJX Alternatives (YTD)
BRSJX is at 14.92% YTD. There are 138 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.81%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.81% | — | Dec 1991 | BRSJX vs RYOTX | |
| Paradigm Micro-cap Fund | 37.88% | — | Dec 2007 | BRSJX vs PVIVX | |
| River Oak Discovery Fund | 34.61% | — | Jun 2005 | BRSJX vs RIVSX | |
| Hodges Small Cap Fund | 33.25% | — | Dec 2007 | BRSJX vs HDPSX | |
| Keeley Small Cap Fund Class Institutional | 32.59% | — | Apr 1997 | BRSJX vs WWSIX |
Lowest Volatility Alternatives to BRSJX
BRSJX has 19.07% 1-year volatility. There are 122 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.47%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.47% | — | Nov 1996 | BRSJX vs HFCGX | |
| DFA International Small Company Portfolio | 14.11% | — | Sep 1996 | BRSJX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.66% | — | Feb 2017 | BRSJX vs CSMDX | |
| DWS Small Cap Core Fund | 14.84% | — | Jul 2000 | BRSJX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.20% | — | — | BRSJX vs BOSOX |
Lowest Drawdown Alternatives to BRSJX
BRSJX has a 1-year max drawdown of -10.37%. There are 93 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | BRSJX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BRSJX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | BRSJX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | BRSJX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | BRSJX vs SSCDX |
Other Mutual Funds from MFS
The 10 most viewed MFS mutual funds shown here include MIEIX, MEIKX, MEIIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| MFS International Equity Fund Class R6 | Foreign Large Cap Equities | 11 | 3.10% | — | Jan 1996 | BRSJX vs MIEIX | |
| MFS Value Fund | Large Cap Value Equities | 36 | 6.53% | — | May 2006 | BRSJX vs MEIKX | |
| MFS Value Fund Class I | Large Cap Value Equities | 36 | 6.49% | — | Feb 1996 | BRSJX vs MEIIX | |
| MFS International Diversification Fund | Foreign Large Cap Equities | 38 | 10.19% | — | Sep 2004 | BRSJX vs MDIJX | |
| MFS Massachusetts Investors Growth Stock Fund | Large Cap Growth Equities | 7 | -3.03% | — | Jan 1935 | BRSJX vs MIGFX | |
| MFS Growth R6 | Large Cap Growth Equities | 12 | 5.30% | — | Jun 2012 | BRSJX vs MFEKX | |
| MFS Growth I | Large Cap Growth Equities | 12 | 5.25% | — | Jul 1997 | BRSJX vs MFEIX | |
| MFS International Intrinsic Value Fund Class I | Large Cap Growth Equities, Foreign Large Cap Equities | 26 | 6.13% | — | — | BRSJX vs MINIX | |
| MFS Value Fund | Large Cap Value Equities | 34 | 6.36% | — | Jan 1996 | BRSJX vs MEIAX | |
| MFS Massachusetts Investors Trust | Large Cap Blend Equities | 39 | 7.77% | — | Jul 1924 | BRSJX vs MITTX |
Often Compared With BRSJX
Investors most often compare BRSJX with AUERX, HASCX, NINLX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Auer Growth Fund | Small Cap Blend Equities | 83 | 14.41% | — | Dec 2007 | BRSJX vs AUERX | |
| Harbor Small Cap Value Fund | Small Cap Blend Equities | 83 | 32.40% | — | Dec 2001 | BRSJX vs HASCX | |
| Neuberger Berman Intrinsic Value Fund | Small Cap Blend Equities | 87 | 23.83% | — | May 2010 | BRSJX vs NINLX | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 78 | 20.24% | — | Nov 2014 | BRSJX vs TNVIX | |
| Brown Advisory Small-Cap Fundamental Value Fund | Small Cap Blend Equities | 60 | 16.52% | — | Dec 2008 | BRSJX vs BIAUX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 69 | 20.70% | — | Oct 2002 | BRSJX vs TISBX | |
| Fidelity Series Small Cap Opportunities Fund | Small Cap Blend Equities | 81 | 20.78% | — | Mar 2007 | BRSJX vs FSOPX |
Compare BRSJX with Any Fund or Stock
Compare BRSJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BRSJX with funds that move differently
MFS Blended Research Small Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BRSJX.
Explore BRSJX Diversifiers