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BRUKX vs VIVAX
BRUKX vs VIVAX Comparison
Open Charts BRUKX vs VIVAX
MFS Blended Research Value Equity R2
Price$14.94
Change-$0.69 (-4.41%)
VolumeN/A
Net Assets290.63M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
BRUKX vs VIVAX Comparison Chart
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BRUKX vs. VIVAX commentary
Apr 05, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRUKX (291M). VIVAX pays higher dividends than BRUKX: VIVAX (2.14) vs BRUKX (1.19). BRUKX was incepted earlier than VIVAX: BRUKX (10 years) vs VIVAX (32 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 (10.00). 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 : 7.66 vs. BRUKX (-3.58). VIVAX return over 5 years is better than : 101.66 vs. BRUKX (72.75).
| 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 | 32 years | - |
| Gain YTD | 2.964 | 2.419 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 195B | 0% |
| Annual Yield % from dividends | 1.19 | 2.14 | 56% |
| Returns for 1 year | -3.58 | 7.66 | -47% |
| Returns for 3 years | 5.96 | 17.34 | 34% |
| Returns for 5 years | 72.75 | 101.66 | 72% |
| Returns for 10 years | N/A | 106.90 | - |
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