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BRUJX vs VVIAX
BRUJX vs VVIAX Comparison
Open Charts BRUJX vs VVIAX
MFS Blended Research Value Equity R1
Price$15.46
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets289.51M
Vanguard Value Index Adm
Price$67.23
Change-$0.15 (-0.22%)
VolumeN/A
Net Assets195.24B
BRUJX vs VVIAX Comparison Chart
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BRUJX vs. VVIAX commentary
Apr 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 Buy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BRUJX (290M). VVIAX pays higher dividends than BRUJX: VVIAX (2.26) vs BRUJX (1.43). BRUJX was incepted earlier than VVIAX: BRUJX (10 years) vs VVIAX (24 years). BRUJX (1.60) is less costly to investors than VVIAX (0.05). BRUJX is a more actively managed with annual turnover of: 55.00 vs. VVIAX (10.00). BRUJX has a lower initial minimum investment than VVIAX: BRUJX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.58 vs. BRUJX (-4.40). VVIAX return over 5 years is better than : 97.80 vs. BRUJX (69.02).
| BRUJX | VVIAX | BRUJX / 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 | 2.316 | 2.057 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 195B | 0% |
| Annual Yield % from dividends | 1.43 | 2.26 | 63% |
| Returns for 1 year | -4.40 | 6.58 | -67% |
| Returns for 3 years | 5.71 | 16.66 | 34% |
| Returns for 5 years | 69.02 | 97.80 | 71% |
| Returns for 10 years | N/A | 107.52 | - |
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