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BRULX vs VIVAX
BRULX vs VIVAX Comparison
Open Charts BRULX vs VIVAX
MFS Blended Research Value Equity R3
Price$14.78
Change+$0.96 (+6.95%)
VolumeN/A
Net Assets257.04M
Vanguard Value Index I
Price$62.27
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
BRULX vs VIVAX Comparison Chart
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BRULX vs. VIVAX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. BRULX (257M). VIVAX pays higher dividends than BRULX: VIVAX (2.14) vs BRULX (1.43). BRULX was incepted earlier than VIVAX: BRULX (10 years) vs VIVAX (32 years). BRULX (0.85) is less costly to investors than VIVAX (0.17). BRULX is a more actively managed with annual turnover of: 55.00 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 : -4.28 vs. BRULX (-14.28). VIVAX return over 5 years is better than : 58.34 vs. BRULX (34.98).
| BRULX | VIVAX | BRULX / VIVAX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | -9.019 | -9.134 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 191B | 0% |
| Annual Yield % from dividends | 1.43 | 2.14 | 67% |
| Returns for 1 year | -14.28 | -4.28 | 333% |
| Returns for 3 years | -6.10 | 3.07 | -199% |
| Returns for 5 years | 34.98 | 58.34 | 60% |
| Returns for 10 years | N/A | 81.51 | - |
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