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BRUDX vs VIVIX
BRUDX vs VIVIX Comparison
Open Charts BRUDX vs VIVIX
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-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
BRUDX vs VIVIX Comparison Chart
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BRUDX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. BRUDX (291M). 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 annual gain was more profitable for investors over the last year : 12.71 vs. BRUDX (6.55). VIVIX return over 5 years is better than : 40.22 vs. BRUDX (20.47).
| 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 | 5.353 | 13.116 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 195B | 0% |
| Annual Yield % from dividends | 1.08 | 2.37 | 45% |
| Returns for 1 year | 6.55 | 12.71 | 52% |
| Returns for 3 years | 7.71 | 17.45 | 44% |
| Returns for 5 years | 20.47 | 40.22 | 51% |
| Returns for 10 years | N/A | 99.72 | - |
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