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BRUKX vs VVIAX
BRUKX vs VVIAX Comparison
Open Charts BRUKX vs VVIAX
MFS Blended Research Value Equity R2
Price$16.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets302.83M
Vanguard Value Index Adm
Price$69.32
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
BRUKX vs VVIAX Comparison Chart in %
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BRUKX vs. VVIAX commentary
Jul 21, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BRUKX (303M). VVIAX pays higher dividends than BRUKX: VVIAX (2.18) vs BRUKX (1.14). BRUKX was incepted earlier than VVIAX: BRUKX (10 years) vs VVIAX (25 years). BRUKX (1.10) is less costly to investors than VVIAX (0.05). BRUKX is a more actively managed with annual turnover of: 55.00 vs. VVIAX (9.00). 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 : 6.94 vs. BRUKX (-0.17). VVIAX return over 5 years is better than : 71.75 vs. BRUKX (45.70).
| BRUKX | VVIAX | BRUKX / VVIAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.10 | 0.05 | 2,200% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 7.773 | 5.017 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 195B | 0% |
| Annual Yield % from dividends | 1.14 | 2.18 | 52% |
| Returns for 1 year | -0.17 | 6.94 | -2% |
| Returns for 3 years | 20.69 | 32.59 | 63% |
| Returns for 5 years | 45.70 | 71.75 | 64% |
| Returns for 10 years | N/A | 110.43 | - |
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