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BRUKX vs VVIAX
BRUKX vs VVIAX Comparison
Open Charts BRUKX vs VVIAX
MFS Blended Research Value Equity R2
Price$15.88
Change+$0.17 (+1.08%)
VolumeN/A
Net Assets296.38M
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
BRUKX vs VVIAX Comparison Chart
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BRUKX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BRUKX (296M). VVIAX pays higher dividends than BRUKX: VVIAX (2.28) vs BRUKX (1.18). 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 : 6.82 vs. BRUKX (-1.65). VVIAX return over 5 years is better than : 58.69 vs. BRUKX (33.91).
| 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 | 3.491 | 1.255 | 278% |
| 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 | 2.28 | 52% |
| Returns for 1 year | -1.65 | 6.82 | -24% |
| Returns for 3 years | 7.64 | 18.51 | 41% |
| Returns for 5 years | 33.91 | 58.69 | 58% |
| Returns for 10 years | N/A | 102.89 | - |
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