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BRUEX vs VVIAX
BRUEX vs VVIAX Comparison
Open Charts BRUEX vs VVIAX
MFS Blended Research Value Equity B
Price$17.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$69.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BRUEX vs VVIAX Comparison Chart
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BRUEX vs. VVIAX commentary
Nov 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BRUEX (294M). 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 : 26.09 vs. BRUEX (23.65). VVIAX return over 5 years is better than : 53.09 vs. BRUEX (33.56).
| 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 | 17.683 | 19.672 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 184B | 0% |
| Annual Yield % from dividends | 0.00 | 2.36 | - |
| Returns for 1 year | 23.65 | 26.09 | 91% |
| Returns for 3 years | 5.41 | 24.77 | 22% |
| Returns for 5 years | 33.56 | 53.09 | 63% |
| Returns for 10 years | N/A | 112.26 | - |