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BRUKX vs VIVAX
BRUKX vs VIVAX Comparison
Open Charts BRUKX vs VIVAX
MFS Blended Research Value Equity R2
Price$16.11
Change+$0.14 (+0.88%)
VolumeN/A
Net Assets299.19M
Vanguard Value Index I
Price$68.71
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets188.77B
BRUKX vs VIVAX Comparison Chart in %
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BRUKX vs. VIVAX commentary
Jun 28, 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 BRUKX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BRUKX (299M). VIVAX pays higher dividends than BRUKX: VIVAX (2.16) vs BRUKX (1.18). BRUKX was incepted earlier than VIVAX: BRUKX (10 years) vs VIVAX (33 years). BRUKX (1.10) is less costly to investors than VIVAX (0.17). BRUKX is a more actively managed with annual turnover of: 55.00 vs. VIVAX (9.00). BRUKX has a lower initial minimum investment than VIVAX: BRUKX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.64 vs. BRUKX (0.04). VIVAX return over 5 years is better than : 80.98 vs. BRUKX (52.25).
| BRUKX | VIVAX | BRUKX / VIVAX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.10 | 0.17 | 647% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 5.204 | 3.312 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 189B | 0% |
| Annual Yield % from dividends | 1.18 | 2.16 | 55% |
| Returns for 1 year | 0.04 | 8.64 | 1% |
| Returns for 3 years | 18.07 | 30.67 | 59% |
| Returns for 5 years | 52.25 | 80.98 | 65% |
| Returns for 10 years | N/A | 110.43 | - |
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