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BRUKX vs VIVAX
BRUKX vs VIVAX Comparison
Open Charts BRUKX vs VIVAX
MFS Blended Research Value Equity R2
Price$15.88
Change+$0.17 (+1.08%)
VolumeN/A
Net Assets296.38M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
BRUKX vs VIVAX Comparison Chart
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BRUKX vs. VIVAX commentary
Jun 07, 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 (296M). 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 : 6.81 vs. BRUKX (-1.65). VIVAX return over 5 years is better than : 58.70 vs. BRUKX (33.91).
| 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 | 3.491 | 1.238 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 189B | 0% |
| Annual Yield % from dividends | 1.18 | 2.16 | 55% |
| Returns for 1 year | -1.65 | 6.81 | -24% |
| Returns for 3 years | 7.64 | 18.51 | 41% |
| Returns for 5 years | 33.91 | 58.70 | 58% |
| Returns for 10 years | N/A | 102.90 | - |
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