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BRUKX vs VVIAX
BRUKX vs VVIAX Comparison
Open Charts BRUKX vs VVIAX
MFS Blended Research Value Equity R2
Price$17.78
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$70.26
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BRUKX vs VVIAX Comparison Chart
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BRUKX vs. VVIAX commentary
Nov 26, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BRUKX (301M). VVIAX pays higher dividends than BRUKX: VVIAX (2.36) vs BRUKX (0.91). BRUKX was incepted earlier than VVIAX: BRUKX (9 years) vs VVIAX (24 years). BRUKX is a more actively managed with annual turnover of: 51.00 vs. VVIAX (10.00). BRUKX has a lower initial minimum investment than VVIAX: BRUKX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 27.07 vs. BRUKX (25.26). VVIAX return over 5 years is better than : 54.28 vs. BRUKX (38.92).
| BRUKX | VVIAX | BRUKX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 19.089 | 20.599 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 184B | 0% |
| Annual Yield % from dividends | 0.91 | 2.36 | 38% |
| Returns for 1 year | 25.26 | 27.07 | 93% |
| Returns for 3 years | 7.72 | 24.71 | 31% |
| Returns for 5 years | 38.92 | 54.28 | 72% |
| Returns for 10 years | N/A | 114.16 | - |
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