Ad is loading...
BRUDX vs VIVIX
BRUDX vs VIVIX Comparison
Open Charts BRUDX vs VIVIX
MFS Blended Research Value Equity A
Price$15.89
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets298.67M
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
BRUDX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRUDX vs. VIVIX commentary
Jan 19, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. BRUDX (299M). VIVIX pays higher dividends than BRUDX: VIVIX (2.37) vs BRUDX (1.08). BRUDX was incepted earlier than VIVIX: BRUDX (9 years) vs VIVIX (27 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 annual gain was more profitable for investors over the last year : 18.21 vs. BRUDX (7.98). VIVIX return over 5 years is better than : 44.19 vs. BRUDX (19.71).
| BRUDX | VIVIX | BRUDX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 3.383 | 3.211 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 184B | 0% |
| Annual Yield % from dividends | 1.08 | 2.37 | 45% |
| Returns for 1 year | 7.98 | 18.21 | 44% |
| Returns for 3 years | 6.03 | 18.46 | 33% |
| Returns for 5 years | 19.71 | 44.19 | 45% |
| Returns for 10 years | N/A | 111.13 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...