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BRUEX vs VIVAX
BRUEX vs VIVAX Comparison
Open Charts BRUEX vs VIVAX
MFS Blended Research Value Equity B
Price$14.96
Change-$0.69 (-4.41%)
VolumeN/A
Net Assets290.63M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
BRUEX vs VIVAX Comparison Chart
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BRUEX vs. VIVAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRUEX (291M). VIVAX pays higher dividends than BRUEX: VIVAX (2.14) vs BRUEX (0.50). BRUEX was incepted earlier than VIVAX: BRUEX (10 years) vs VIVAX (32 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 (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 : 7.66 vs. BRUEX (-4.05). VIVAX return over 5 years is better than : 101.66 vs. BRUEX (67.62).
| 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 | 32 years | - |
| Gain YTD | 2.893 | 2.419 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 195B | 0% |
| Annual Yield % from dividends | 0.50 | 2.14 | 23% |
| Returns for 1 year | -4.05 | 7.66 | -53% |
| Returns for 3 years | 3.80 | 17.34 | 22% |
| Returns for 5 years | 67.62 | 101.66 | 67% |
| Returns for 10 years | N/A | 106.90 | - |
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