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BRUEX vs VVIAX
BRUEX vs VVIAX Comparison
Open Charts BRUEX vs VVIAX
MFS Blended Research Value Equity B
Price$15.86
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets293.48M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
BRUEX vs VVIAX Comparison Chart
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BRUEX vs. VVIAX commentary
Feb 23, 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 Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. BRUEX (293M). 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 : 13.46 vs. BRUEX (1.97). VVIAX return over 5 years is better than : 47.22 vs. BRUEX (17.66).
| BRUEX | VVIAX | BRUEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 4.274 | 4.164 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 193B | 0% |
| Annual Yield % from dividends | 0.00 | 2.36 | - |
| Returns for 1 year | 1.97 | 13.46 | 15% |
| Returns for 3 years | 9.01 | 23.94 | 38% |
| Returns for 5 years | 17.66 | 47.22 | 37% |
| Returns for 10 years | N/A | 105.55 | - |
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