BRUEX
Price
$15.22
Change
+$0.17 (+1.13%)
Updated
Dec 20 closing price
VVIAX
Price
$66.44
Change
+$0.78 (+1.19%)
Updated
Dec 20 closing price
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BRUEX vs VVIAX

Header iconBRUEX vs VVIAX Comparison
Open Charts BRUEX vs VVIAXBanner chart's image
MFS Blended Research Value Equity B
Price$15.22
Change+$0.17 (+1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.44
Change+$0.78 (+1.19%)
VolumeN/A
CapitalizationN/A
BRUEX vs VVIAX Comparison Chart
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BRUEX vs. VVIAX 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 VVIAX is a Hold.

FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BRUEX (286M). VVIAX pays higher dividends than BRUEX: VVIAX (2.36) vs BRUEX (0.00). BRUEX was incepted earlier than VVIAX: BRUEX (9 years) vs VVIAX (24 years). BRUEX is a more actively managed with annual turnover of: 51.00 vs. VVIAX (10.00). 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 : 15.21 vs. BRUEX (3.13). VVIAX return over 5 years is better than : 41.36 vs. BRUEX (13.16).
BRUEXVVIAXBRUEX / VVIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years24 years-
Gain YTD2.44014.04217%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets286M195B0%
Annual Yield % from dividends0.002.36-
Returns for 1 year3.1315.2121%
Returns for 3 years3.2018.2618%
Returns for 5 years13.1641.3632%
Returns for 10 yearsN/A99.61-
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