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BRUEX vs VVIAX
BRUEX vs VVIAX Comparison
Open Charts BRUEX vs VVIAX
MFS Blended Research Value Equity B
Price$14.96
Change-$0.69 (-4.41%)
VolumeN/A
Net Assets290.63M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
BRUEX vs VVIAX Comparison Chart
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BRUEX vs. VVIAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BRUEX (291M). VVIAX pays higher dividends than BRUEX: VVIAX (2.26) vs BRUEX (0.50). BRUEX was incepted earlier than VVIAX: BRUEX (10 years) vs VVIAX (24 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 (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 : 7.67 vs. BRUEX (-4.05). VVIAX return over 5 years is better than : 101.69 vs. BRUEX (67.62).
| 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 | 24 years | - |
| Gain YTD | 2.893 | 2.421 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 195B | 0% |
| Annual Yield % from dividends | 0.50 | 2.26 | 22% |
| Returns for 1 year | -4.05 | 7.67 | -53% |
| Returns for 3 years | 3.80 | 17.36 | 22% |
| Returns for 5 years | 67.62 | 101.69 | 66% |
| Returns for 10 years | N/A | 106.86 | - |
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