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BRUJX vs VIVAX
BRUJX vs VIVAX Comparison
Open Charts BRUJX vs VIVAX
MFS Blended Research Value Equity R1
Price$16.07
Change-$0.20 (-1.23%)
VolumeN/A
Net Assets298.06M
Vanguard Value Index I
Price$68.50
Change-$0.59 (-0.85%)
VolumeN/A
Net Assets195.18B
BRUJX vs VIVAX Comparison Chart in %
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BRUJX vs. VIVAX commentary
Aug 03, 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 BRUJX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRUJX (298M). VIVAX pays higher dividends than BRUJX: VIVAX (2.06) vs BRUJX (1.37). BRUJX was incepted earlier than VIVAX: BRUJX (10 years) vs VIVAX (33 years). BRUJX (1.60) is less costly to investors than VIVAX (0.17). BRUJX is a more actively managed with annual turnover of: 55.00 vs. VIVAX (9.00). BRUJX has a lower initial minimum investment than VIVAX: BRUJX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 5.69 vs. BRUJX (-1.35). VIVAX return over 5 years is better than : 70.37 vs. BRUJX (44.84).
| BRUJX | VIVAX | BRUJX / VIVAX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.60 | 0.17 | 941% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 6.353 | 3.740 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 195B | 0% |
| Annual Yield % from dividends | 1.37 | 2.06 | 66% |
| Returns for 1 year | -1.35 | 5.69 | -24% |
| Returns for 3 years | 17.06 | 28.41 | 60% |
| Returns for 5 years | 44.84 | 70.37 | 64% |
| Returns for 10 years | N/A | 110.27 | - |
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