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BRUKX vs VIVIX
BRUKX vs VIVIX Comparison
Open Charts BRUKX vs VIVIX
MFS Blended Research Value Equity R2
Price$14.94
Change-$0.69 (-4.41%)
VolumeN/A
Net Assets290.63M
Vanguard Value Index I
Price$65.10
Change-$2.51 (-3.71%)
VolumeN/A
Net Assets195.24B
BRUKX vs VIVIX Comparison Chart
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BRUKX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. BRUKX (291M). VIVIX pays higher dividends than BRUKX: VIVIX (2.27) vs BRUKX (1.19). BRUKX was incepted earlier than VIVIX: BRUKX (10 years) vs VIVIX (27 years). BRUKX (1.10) is less costly to investors than VIVIX (0.04). BRUKX is a more actively managed with annual turnover of: 55.00 vs. VIVIX (10.00). BRUKX has a lower initial minimum investment than VIVIX: BRUKX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.66 vs. BRUKX (-3.58). VIVIX return over 5 years is better than : 101.66 vs. BRUKX (72.75).
| BRUKX | VIVIX | BRUKX / VIVIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.10 | 0.04 | 2,750% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 2.964 | 2.421 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 195B | 0% |
| Annual Yield % from dividends | 1.19 | 2.27 | 52% |
| 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 | 106.83 | - |
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