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BRUMX vs VIVIX
BRUMX vs VIVIX Comparison
Open Charts BRUMX vs VIVIX
MFS Blended Research Value Equity R4
Price$17.61
Change-$0.11 (-0.62%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$68.70
Change-$0.26 (-0.38%)
VolumeN/A
CapitalizationN/A
BRUMX vs VIVIX Comparison Chart
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BRUMX vs. VIVIX commentary
Nov 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 Sell and VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. BRUMX (295M). 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 (25.54) and BRUMX (25.16) have marching annual gain over last year. VIVIX return over 5 years is better than : 50.79 vs. BRUMX (40.00).
| 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 | 17.557 | 17.922 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 184B | 0% |
| Annual Yield % from dividends | 1.32 | 2.37 | 56% |
| Returns for 1 year | 25.16 | 25.54 | 98% |
| Returns for 3 years | 6.81 | 21.57 | 32% |
| Returns for 5 years | 40.00 | 50.79 | 79% |
| Returns for 10 years | N/A | 110.50 | - |