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BRUKX vs VVIAX
BRUKX vs VVIAX Comparison
Open Charts BRUKX vs VVIAX
MFS Blended Research Value Equity R2
Price$17.06
Change-$0.02 (-0.12%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$66.99
Change-$0.18 (-0.27%)
VolumeN/A
CapitalizationN/A
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BRUKX vs VVIAX Comparison Chart
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BRUKX vs. VVIAX 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 VVIAX is a Sell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 186B vs. BRUKX (294M). 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 (24.00) and BRUKX (23.37) have marching annual gain over last year. VVIAX return over 5 years is better than : 48.59 vs. BRUKX (34.29).
| 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 | 14.267 | 14.986 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 186B | 0% |
| Annual Yield % from dividends | 0.91 | 2.36 | 38% |
| Returns for 1 year | 23.37 | 24.00 | 97% |
| Returns for 3 years | 2.45 | 18.71 | 13% |
| Returns for 5 years | 34.29 | 48.59 | 71% |
| Returns for 10 years | N/A | 107.14 | - |
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