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BRUEX vs VVIAX
BRUEX vs VVIAX Comparison
Open Charts BRUEX vs VVIAX
MFS Blended Research Value Equity B
Price$16.35
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets302.83M
Vanguard Value Index Adm
Price$69.32
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
BRUEX vs VVIAX Comparison Chart in %
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BRUEX vs. VVIAX commentary
Jul 21, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BRUEX (303M). VVIAX pays higher dividends than BRUEX: VVIAX (2.18) vs BRUEX (0.48). BRUEX was incepted earlier than VVIAX: BRUEX (10 years) vs VVIAX (25 years). BRUEX (1.60) is less costly to investors than VVIAX (0.05). BRUEX is a more actively managed with annual turnover of: 55.00 vs. VVIAX (9.00). BRUEX has a lower initial minimum investment than VVIAX: BRUEX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.94 vs. BRUEX (-0.67). VVIAX return over 5 years is better than : 71.75 vs. BRUEX (41.25).
| BRUEX | VVIAX | BRUEX / VVIAX | |
| Total Expense Ratio | 1.49 | 0.05 | 2,980% |
| Annual Report Gross Expense Ratio | 1.60 | 0.05 | 3,200% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 7.495 | 5.017 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 195B | 0% |
| Annual Yield % from dividends | 0.48 | 2.18 | 22% |
| Returns for 1 year | -0.67 | 6.94 | -10% |
| Returns for 3 years | 18.20 | 32.59 | 56% |
| Returns for 5 years | 41.25 | 71.75 | 57% |
| Returns for 10 years | N/A | 110.43 | - |
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