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BRUJX vs VVIAX
BRUJX vs VVIAX Comparison
Open Charts BRUJX vs VVIAX
MFS Blended Research Value Equity R1
Price$14.89
Change+$0.16 (+1.09%)
VolumeN/A
Net Assets278.92M
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
BRUJX vs VVIAX Comparison Chart
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BRUJX vs. VVIAX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. BRUJX (279M). 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 : 3.38 vs. BRUJX (-6.40). VVIAX return over 5 years is better than : 69.91 vs. BRUJX (45.54).
| 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 | -2.515 | -3.426 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 191B | 0% |
| Annual Yield % from dividends | 1.43 | 2.26 | 63% |
| Returns for 1 year | -6.40 | 3.38 | -189% |
| Returns for 3 years | 3.17 | 12.73 | 25% |
| Returns for 5 years | 45.54 | 69.91 | 65% |
| Returns for 10 years | N/A | 92.47 | - |
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