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BRUEX vs VIVAX
BRUEX vs VIVAX Comparison
Open Charts BRUEX vs VIVAX
MFS Blended Research Value Equity B
Price$16.18
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets303.02M
Vanguard Value Index I
Price$68.95
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
BRUEX vs VIVAX Comparison Chart in %
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BRUEX vs. VIVAX commentary
Jun 30, 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 BRUEX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BRUEX (303M). VIVAX pays higher dividends than BRUEX: VIVAX (2.16) vs BRUEX (0.49). BRUEX was incepted earlier than VIVAX: BRUEX (10 years) vs VIVAX (33 years). BRUEX (1.60) is less costly to investors than VIVAX (0.17). BRUEX is a more actively managed with annual turnover of: 55.00 vs. VIVAX (9.00). 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 : 10.56 vs. BRUEX (0.86). VIVAX return over 5 years is better than : 82.89 vs. BRUEX (49.55).
| BRUEX | VIVAX | BRUEX / VIVAX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.60 | 0.17 | 941% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 6.377 | 4.402 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 189B | 0% |
| Annual Yield % from dividends | 0.49 | 2.16 | 23% |
| Returns for 1 year | 0.86 | 10.56 | 8% |
| Returns for 3 years | 18.42 | 33.24 | 55% |
| Returns for 5 years | 49.55 | 82.89 | 60% |
| Returns for 10 years | N/A | 112.46 | - |
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