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BRUMX vs VIVAX
BRUMX vs VIVAX Comparison
Open Charts BRUMX vs VIVAX
MFS Blended Research Value Equity R4
Price$16.87
Change+$0.23 (+1.38%)
VolumeN/A
Net Assets310.32M
Vanguard Value Index I
Price$71.59
Change+$0.96 (+1.36%)
VolumeN/A
Net Assets195.81B
BRUMX vs VIVAX Comparison Chart in %
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BRUMX vs. VIVAX commentary
Aug 25, 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 BRUMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. BRUMX (310M). VIVAX pays higher dividends than BRUMX: VIVAX (2.06) vs BRUMX (1.58). BRUMX was incepted earlier than VIVAX: BRUMX (10 years) vs VIVAX (33 years). BRUMX (0.60) is less costly to investors than VIVAX (0.17). BRUMX is a more actively managed with annual turnover of: 48.00 vs. VIVAX (9.00). BRUMX has a lower initial minimum investment than VIVAX: BRUMX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.86 vs. BRUMX (2.18). VIVAX return over 5 years is better than : 73.99 vs. BRUMX (49.86).
| BRUMX | VIVAX | BRUMX / VIVAX | |
| Total Expense Ratio | 0.49 | 0.17 | 288% |
| Annual Report Gross Expense Ratio | 0.60 | 0.17 | 353% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 10.696 | 8.420 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 196B | 0% |
| Annual Yield % from dividends | 1.58 | 2.06 | 77% |
| Returns for 1 year | 2.18 | 8.86 | 25% |
| Returns for 3 years | 20.01 | 31.69 | 63% |
| Returns for 5 years | 49.86 | 73.99 | 67% |
| Returns for 10 years | N/A | 145.38 | - |
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