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BRUMX vs VIVAX
BRUMX vs VIVAX Comparison
Open Charts BRUMX vs VIVAX
MFS Blended Research Value Equity R4
Price$16.08
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets299.19M
Vanguard Value Index I
Price$69.35
Change+$0.71 (+1.03%)
VolumeN/A
Net Assets183.52B
BRUMX vs VIVAX Comparison Chart
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BRUMX vs. VIVAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BRUMX (299M). VIVAX pays higher dividends than BRUMX: VIVAX (2.25) vs BRUMX (1.32). BRUMX was incepted earlier than VIVAX: BRUMX (9 years) vs VIVAX (32 years). BRUMX is a more actively managed with annual turnover of: 51.00 vs. VIVAX (10.00). 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 : 16.70 vs. BRUMX (7.88). VIVAX return over 5 years is better than : 50.84 vs. BRUMX (29.71).
| BRUMX | VIVAX | BRUMX / 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 | 5.512 | 3.906 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 184B | 0% |
| Annual Yield % from dividends | 1.32 | 2.25 | 59% |
| Returns for 1 year | 7.88 | 16.70 | 47% |
| Returns for 3 years | 11.65 | 21.04 | 55% |
| Returns for 5 years | 29.71 | 50.84 | 58% |
| Returns for 10 years | N/A | 114.28 | - |
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