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BRUDX vs VIVAX
BRUDX vs VIVAX Comparison
Open Charts BRUDX vs VIVAX
MFS Blended Research Value Equity A
Price$15.27
Change-$0.41 (-2.61%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
BRUDX vs VIVAX Comparison Chart
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BRUDX vs. VIVAX commentary
Dec 19, 2024
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 BRUDX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRUDX (291M). VIVAX pays higher dividends than BRUDX: VIVAX (2.25) vs BRUDX (1.08). BRUDX was incepted earlier than VIVAX: BRUDX (9 years) vs VIVAX (32 years). BRUDX is a more actively managed with annual turnover of: 51.00 vs. VIVAX (10.00). BRUDX has a lower initial minimum investment than VIVAX: BRUDX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.68 vs. BRUDX (6.55). VIVAX return over 5 years is better than : 40.20 vs. BRUDX (20.47).
| BRUDX | VIVAX | BRUDX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 5.353 | 13.074 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 195B | 0% |
| Annual Yield % from dividends | 1.08 | 2.25 | 48% |
| Returns for 1 year | 6.55 | 12.68 | 52% |
| Returns for 3 years | 7.71 | 17.44 | 44% |
| Returns for 5 years | 20.47 | 40.20 | 51% |
| Returns for 10 years | N/A | 99.64 | - |
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