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BRULX vs VIVAX
BRULX vs VIVAX Comparison
Open Charts BRULX vs VIVAX
MFS Blended Research Value Equity R3
Price$15.10
Change-$0.40 (-2.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
BRULX vs VIVAX Comparison Chart
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BRULX vs. VIVAX commentary
Dec 19, 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 BRULX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRULX (291M). 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 : 16.42 vs. BRULX (6.42). VIVAX return over 5 years is better than : 44.64 vs. BRULX (21.33).
| 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 | 5.278 | 16.008 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 195B | 0% |
| Annual Yield % from dividends | 1.10 | 2.25 | 49% |
| Returns for 1 year | 6.42 | 16.42 | 39% |
| Returns for 3 years | 8.59 | 20.48 | 42% |
| Returns for 5 years | 21.33 | 44.64 | 48% |
| Returns for 10 years | N/A | 104.82 | - |
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