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BRUMX vs VIVAX
BRUMX vs VIVAX Comparison
Open Charts BRUMX vs VIVAX
MFS Blended Research Value Equity R4
Price$15.55
Change-$0.10 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.61
Change-$0.42 (-0.62%)
VolumeN/A
CapitalizationN/A
BRUMX vs VIVAX Comparison Chart
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BRUMX vs. VIVAX commentary
Dec 18, 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 BRUMX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRUMX (292M). 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 : 16.42 vs. BRUMX (6.72). VIVAX return over 5 years is better than : 44.64 vs. BRUMX (22.96).
| 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 | 5.506 | 16.008 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 195B | 0% |
| Annual Yield % from dividends | 1.32 | 2.25 | 59% |
| Returns for 1 year | 6.72 | 16.42 | 41% |
| Returns for 3 years | 9.43 | 20.48 | 46% |
| Returns for 5 years | 22.96 | 44.64 | 51% |
| Returns for 10 years | N/A | 104.82 | - |
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