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BRUDX vs VIVAX
BRUDX vs VIVAX Comparison
Open Charts BRUDX vs VIVAX
MFS Blended Research Value Equity A
Price$14.99
Change+$0.16 (+1.08%)
VolumeN/A
Net Assets275.93M
Vanguard Value Index I
Price$63.78
Change+$0.44 (+0.69%)
VolumeN/A
Net Assets190.51B
BRUDX vs VIVAX Comparison Chart
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BRUDX vs. VIVAX commentary
Apr 24, 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 BRUDX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. BRUDX (276M). VIVAX pays higher dividends than BRUDX: VIVAX (2.14) vs BRUDX (1.41). BRUDX was incepted earlier than VIVAX: BRUDX (10 years) vs VIVAX (32 years). BRUDX (0.85) is less costly to investors than VIVAX (0.17). BRUDX is a more actively managed with annual turnover of: 55.00 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 : 2.68 vs. BRUDX (-7.24). VIVAX return over 5 years is better than : 68.72 vs. BRUDX (44.45).
| BRUDX | VIVAX | BRUDX / VIVAX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | -3.513 | -4.092 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 191B | 0% |
| Annual Yield % from dividends | 1.41 | 2.14 | 66% |
| Returns for 1 year | -7.24 | 2.68 | -270% |
| Returns for 3 years | 1.60 | 11.96 | 13% |
| Returns for 5 years | 44.45 | 68.72 | 65% |
| Returns for 10 years | N/A | 90.37 | - |
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