BRUEX
Price
$16.99
Change
-$0.05 (-0.29%)
Updated
Sep 20 closing price
VVIAX
Price
$67.77
Change
-$0.05 (-0.07%)
Updated
Sep 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$16.99
Change-$0.05 (-0.29%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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BRUEX vs VVIAX Comparison Chart
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VS
BRUEX vs. VVIAX commentary
Sep 21, 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 Buy.

FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. BRUEX (298M). 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 : 24.02 vs. BRUEX (22.05). VVIAX return over 5 years is better than : 55.46 vs. BRUEX (33.92).
BRUEXVVIAXBRUEX / VVIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years24 years-
Gain YTD13.79816.30385%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets298M183B0%
Annual Yield % from dividends0.002.36-
Returns for 1 year22.0524.0292%
Returns for 3 years7.5128.2927%
Returns for 5 years33.9255.4661%
Returns for 10 yearsN/A114.04-
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