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BRULX vs VIVIX
BRULX vs VIVIX Comparison
Open Charts BRULX vs VIVIX
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-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
BRULX vs VIVIX Comparison Chart
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BRULX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. BRULX (291M). VIVIX pays higher dividends than BRULX: VIVIX (2.37) vs BRULX (1.10). BRULX was incepted earlier than VIVIX: BRULX (9 years) vs VIVIX (26 years). BRULX is a more actively managed with annual turnover of: 51.00 vs. VIVIX (10.00). BRULX has a lower initial minimum investment than VIVIX: BRULX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 16.43 vs. BRULX (6.42). VIVIX return over 5 years is better than : 44.60 vs. BRULX (21.33).
| BRULX | VIVIX | BRULX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 5.278 | 16.034 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 195B | 0% |
| Annual Yield % from dividends | 1.10 | 2.37 | 47% |
| Returns for 1 year | 6.42 | 16.43 | 39% |
| Returns for 3 years | 8.59 | 20.48 | 42% |
| Returns for 5 years | 21.33 | 44.60 | 48% |
| Returns for 10 years | N/A | 104.87 | - |
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