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BRULX vs VVIAX
BRULX vs VVIAX Comparison
Open Charts BRULX vs VVIAX
MFS Blended Research Value Equity R3
Price$17.14
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.82
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BRULX vs VVIAX Comparison Chart
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BRULX vs. VVIAX commentary
Sep 20, 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 Buy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. BRULX (295M). VVIAX pays higher dividends than BRULX: VVIAX (2.36) vs BRULX (1.10). BRULX was incepted earlier than VVIAX: BRULX (9 years) vs VVIAX (24 years). BRULX is a more actively managed with annual turnover of: 51.00 vs. VVIAX (10.00). BRULX has a lower initial minimum investment than VVIAX: BRULX (0) vs VVIAX (3000). VVIAX (20.40) and BRULX (19.57) have marching annual gain over last year. VVIAX return over 5 years is better than : 54.20 vs. BRULX (38.28).
| BRULX | VVIAX | BRULX / 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 | 13.195 | 15.359 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 183B | 0% |
| Annual Yield % from dividends | 1.10 | 2.36 | 47% |
| Returns for 1 year | 19.57 | 20.40 | 96% |
| Returns for 3 years | 7.29 | 25.00 | 29% |
| Returns for 5 years | 38.28 | 54.20 | 71% |
| Returns for 10 years | N/A | 109.21 | - |
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