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BRUJX vs VVIAX
BRUJX vs VVIAX Comparison
Open Charts BRUJX vs VVIAX
MFS Blended Research Value Equity R1
Price$17.05
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BRUJX vs VVIAX Comparison Chart
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BRUJX vs. VVIAX commentary
Sep 20, 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 BRUJX is a Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. BRUJX (295M). VVIAX pays higher dividends than BRUJX: VVIAX (2.36) vs BRUJX (1.12). BRUJX was incepted earlier than VVIAX: BRUJX (9 years) vs VVIAX (24 years). BRUJX is a more actively managed with annual turnover of: 51.00 vs. VVIAX (10.00). BRUJX has a lower initial minimum investment than VVIAX: BRUJX (0) vs VVIAX (3000). VVIAX (20.40) and BRUJX (19.54) have marching annual gain over last year. VVIAX return over 5 years is better than : 54.20 vs. BRUJX (36.39).
| BRUJX | VVIAX | BRUJX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 13.122 | 15.359 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 183B | 0% |
| Annual Yield % from dividends | 1.12 | 2.36 | 48% |
| Returns for 1 year | 19.54 | 20.40 | 96% |
| Returns for 3 years | 7.16 | 25.00 | 29% |
| Returns for 5 years | 36.39 | 54.20 | 67% |
| Returns for 10 years | N/A | 109.21 | - |