Ad is loading...
BRUMX vs VIVIX
BRUMX vs VIVIX Comparison
Open Charts BRUMX vs VIVIX
MFS Blended Research Value Equity R4
Price$17.16
Change-$0.06 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BRUMX vs VIVIX Comparison Chart
Loading...
BRUMX vs. VIVIX commentary
Sep 21, 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. BRUMX (298M). VIVIX pays higher dividends than BRUMX: VIVIX (2.37) vs BRUMX (1.32). BRUMX was incepted earlier than VIVIX: BRUMX (9 years) vs VIVIX (26 years). BRUMX is a more actively managed with annual turnover of: 51.00 vs. VIVIX (10.00). BRUMX has a lower initial minimum investment than VIVIX: BRUMX (0) vs VIVIX (5000000). VIVIX (24.01) and BRUMX (23.25) have marching annual gain over last year. VIVIX return over 5 years is better than : 55.47 vs. BRUMX (41.61).
| BRUMX | VIVIX | BRUMX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 14.553 | 16.286 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 183B | 0% |
| Annual Yield % from dividends | 1.32 | 2.37 | 56% |
| Returns for 1 year | 23.25 | 24.01 | 97% |
| Returns for 3 years | 11.41 | 28.27 | 40% |
| Returns for 5 years | 41.61 | 55.47 | 75% |
| Returns for 10 years | N/A | 114.02 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers