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BRUKX vs VIVAX
BRUKX vs VIVAX Comparison
Open Charts BRUKX vs VIVAX
MFS Blended Research Value Equity R2
Price$16.01
Change+$0.12 (+0.76%)
VolumeN/A
Net Assets299.19M
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
BRUKX vs VIVAX Comparison Chart
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BRUKX vs. VIVAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BRUKX (299M). VIVAX pays higher dividends than BRUKX: VIVAX (2.25) vs BRUKX (0.91). BRUKX was incepted earlier than VIVAX: BRUKX (9 years) vs VIVAX (32 years). BRUKX is a more actively managed with annual turnover of: 51.00 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 : 15.60 vs. BRUKX (7.27). VIVAX return over 5 years is better than : 50.84 vs. BRUKX (26.45).
| BRUKX | VIVAX | BRUKX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 5.468 | 3.906 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 184B | 0% |
| Annual Yield % from dividends | 0.91 | 2.25 | 40% |
| Returns for 1 year | 7.27 | 15.60 | 47% |
| Returns for 3 years | 9.92 | 22.10 | 45% |
| Returns for 5 years | 26.45 | 50.84 | 52% |
| Returns for 10 years | N/A | 117.53 | - |
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