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BRUEX vs VIVAX
BRUEX vs VIVAX Comparison
Open Charts BRUEX vs VIVAX
MFS Blended Research Value Equity B
Price$15.22
Change+$0.17 (+1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.44
Change+$0.77 (+1.17%)
VolumeN/A
CapitalizationN/A
BRUEX vs VIVAX Comparison Chart
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BRUEX vs. VIVAX commentary
Dec 23, 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 BRUEX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRUEX (286M). VIVAX pays higher dividends than BRUEX: VIVAX (2.25) vs BRUEX (0.00). BRUEX was incepted earlier than VIVAX: BRUEX (9 years) vs VIVAX (32 years). BRUEX is a more actively managed with annual turnover of: 51.00 vs. VIVAX (10.00). BRUEX has a lower initial minimum investment than VIVAX: BRUEX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 15.15 vs. BRUEX (3.13). VIVAX return over 5 years is better than : 41.35 vs. BRUEX (13.16).
| BRUEX | VIVAX | BRUEX / 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 | 2.440 | 14.000 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 195B | 0% |
| Annual Yield % from dividends | 0.00 | 2.25 | - |
| Returns for 1 year | 3.13 | 15.15 | 21% |
| Returns for 3 years | 3.20 | 18.25 | 18% |
| Returns for 5 years | 13.16 | 41.35 | 32% |
| Returns for 10 years | N/A | 99.53 | - |