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BRUKX vs VVIAX
BRUKX vs VVIAX Comparison
Open Charts BRUKX vs VVIAX
MFS Blended Research Value Equity R2
Price$16.01
Change+$0.12 (+0.76%)
VolumeN/A
Net Assets299.19M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
BRUKX vs VVIAX Comparison Chart
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BRUKX vs. VVIAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BRUKX (299M). 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 : 16.69 vs. BRUKX (7.27). VVIAX return over 5 years is better than : 50.85 vs. BRUKX (26.45).
| 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 | 5.468 | 3.907 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 184B | 0% |
| Annual Yield % from dividends | 0.91 | 2.36 | 38% |
| Returns for 1 year | 7.27 | 16.69 | 44% |
| Returns for 3 years | 9.92 | 21.04 | 47% |
| Returns for 5 years | 26.45 | 50.85 | 52% |
| Returns for 10 years | N/A | 114.24 | - |