Ad is loading...
BRULX vs VIVAX
BRULX vs VIVAX Comparison
Open Charts BRULX vs VIVAX
MFS Blended Research Value Equity R3
Price$15.71
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets298.67M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
BRULX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRULX vs. VIVAX commentary
Jan 19, 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 BRULX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BRULX (299M). VIVAX pays higher dividends than BRULX: VIVAX (2.25) vs BRULX (1.10). BRULX was incepted earlier than VIVAX: BRULX (9 years) vs VIVAX (32 years). BRULX is a more actively managed with annual turnover of: 51.00 vs. VIVAX (10.00). BRULX has a lower initial minimum investment than VIVAX: BRULX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. BRULX (7.86). VIVAX return over 5 years is better than : 44.18 vs. BRULX (20.59).
| BRULX | VIVAX | BRULX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 3.423 | 3.194 | 107% |
| 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 | 1.10 | 2.25 | 49% |
| Returns for 1 year | 7.86 | 18.19 | 43% |
| Returns for 3 years | 6.96 | 18.46 | 38% |
| Returns for 5 years | 20.59 | 44.18 | 47% |
| Returns for 10 years | N/A | 111.10 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...