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BRUKX vs VIVIX
BRUKX vs VIVIX Comparison
Open Charts BRUKX vs VIVIX
MFS Blended Research Value Equity R2
Price$17.06
Change-$0.02 (-0.12%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$66.99
Change-$0.17 (-0.25%)
VolumeN/A
CapitalizationN/A
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BRUKX vs VIVIX Comparison Chart
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BRUKX vs. VIVIX commentary
Nov 05, 2024
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 StrongSell and VIVIX is a Sell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 186B vs. BRUKX (294M). VIVIX pays higher dividends than BRUKX: VIVIX (2.37) vs BRUKX (0.91). BRUKX was incepted earlier than VIVIX: BRUKX (9 years) vs VIVIX (26 years). BRUKX is a more actively managed with annual turnover of: 51.00 vs. VIVIX (10.00). BRUKX has a lower initial minimum investment than VIVIX: BRUKX (0) vs VIVIX (5000000). VIVIX (24.03) and BRUKX (23.37) have marching annual gain over last year. VIVIX return over 5 years is better than : 48.59 vs. BRUKX (34.29).
| BRUKX | VIVIX | BRUKX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 14.267 | 14.987 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 186B | 0% |
| Annual Yield % from dividends | 0.91 | 2.37 | 38% |
| Returns for 1 year | 23.37 | 24.03 | 97% |
| Returns for 3 years | 2.45 | 18.74 | 13% |
| Returns for 5 years | 34.29 | 48.59 | 71% |
| Returns for 10 years | N/A | 107.15 | - |