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BRUMX vs VIVAX
BRUMX vs VIVAX Comparison
Open Charts BRUMX vs VIVAX
MFS Blended Research Value Equity R4
Price$14.61
Change+$0.20 (+1.39%)
VolumeN/A
Net Assets269.33M
Vanguard Value Index I
Price$63.21
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
BRUMX vs VIVAX Comparison Chart
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BRUMX vs. VIVAX commentary
Apr 12, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. BRUMX (269M). VIVAX pays higher dividends than BRUMX: VIVAX (2.14) vs BRUMX (1.66). BRUMX was incepted earlier than VIVAX: BRUMX (10 years) vs VIVAX (32 years). BRUMX (0.60) is less costly to investors than VIVAX (0.17). BRUMX is a more actively managed with annual turnover of: 55.00 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 : 0.72 vs. BRUMX (-9.54). VIVAX return over 5 years is better than : 64.30 vs. BRUMX (42.04).
| 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 | 32 years | - |
| Gain YTD | -5.446 | -5.712 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 191B | 0% |
| Annual Yield % from dividends | 1.66 | 2.14 | 78% |
| Returns for 1 year | -9.54 | 0.72 | -1,330% |
| Returns for 3 years | -0.28 | 8.14 | -3% |
| Returns for 5 years | 42.04 | 64.30 | 65% |
| Returns for 10 years | N/A | 88.68 | - |
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