Interact to see
Advertisement
Advertisement
BRUKX vs VIVAX
BRUKX vs VIVAX Comparison
Open Charts BRUKX vs VIVAX
MFS Blended Research Value Equity R2
Price$16.82
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets312.31M
Vanguard Value Index I
Price$71.21
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
BRUKX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUKX vs. VIVAX commentary
Sep 06, 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: 203B vs. BRUKX (312M). VIVAX pays higher dividends than BRUKX: VIVAX (1.99) vs BRUKX (1.11). 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: 48.00 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 : 8.09 vs. BRUKX (2.14). VIVAX return over 5 years is better than : 70.73 vs. BRUKX (44.31).
| 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 | 10.804 | 8.193 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 203B | 0% |
| Annual Yield % from dividends | 1.11 | 1.99 | 56% |
| Returns for 1 year | 2.14 | 8.09 | 26% |
| Returns for 3 years | 23.91 | 37.08 | 64% |
| Returns for 5 years | 44.31 | 70.73 | 63% |
| Returns for 10 years | N/A | 132.39 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers