Ad is loading...
Ad is loading...
BRUDX vs VIVIX
BRUDX vs VIVIX Comparison
Open Charts BRUDX vs VIVIX
MFS Blended Research Value Equity A
Price$17.70
Change-$0.11 (-0.62%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.70
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
BRUDX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRUDX vs. VIVIX commentary
Nov 18, 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 Sell and VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. BRUDX (295M). VIVIX pays higher dividends than BRUDX: VIVIX (2.37) vs BRUDX (1.08). BRUDX was incepted earlier than VIVIX: BRUDX (9 years) vs VIVIX (26 years). BRUDX is a more actively managed with annual turnover of: 51.00 vs. VIVIX (10.00). BRUDX has a lower initial minimum investment than VIVIX: BRUDX (1000) vs VIVIX (5000000). VIVIX (25.54) and BRUDX (24.76) have marching annual gain over last year. VIVIX return over 5 years is better than : 50.79 vs. BRUDX (37.04).
| BRUDX | VIVIX | BRUDX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 17.296 | 17.922 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 184B | 0% |
| Annual Yield % from dividends | 1.08 | 2.37 | 45% |
| Returns for 1 year | 24.76 | 25.54 | 97% |
| Returns for 3 years | 5.07 | 21.57 | 24% |
| Returns for 5 years | 37.04 | 50.79 | 73% |
| Returns for 10 years | N/A | 110.50 | - |