Ad is loading...
BRUMX vs VIVIX
BRUMX vs VIVIX Comparison
Open Charts BRUMX vs VIVIX
MFS Blended Research Value Equity R4
Price$15.40
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets287.36M
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
BRUMX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRUMX vs. VIVIX commentary
May 09, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. BRUMX (287M). VIVIX pays higher dividends than BRUMX: VIVIX (2.35) vs BRUMX (1.70). BRUMX was incepted earlier than VIVIX: BRUMX (10 years) vs VIVIX (27 years). BRUMX (0.60) is less costly to investors than VIVIX (0.04). BRUMX is a more actively managed with annual turnover of: 55.00 vs. VIVIX (9.00). BRUMX has a lower initial minimum investment than VIVIX: BRUMX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 5.12 vs. BRUMX (-4.59). VIVIX return over 5 years is better than : 72.19 vs. BRUMX (48.74).
| BRUMX | VIVIX | BRUMX / VIVIX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 0.60 | 0.04 | 1,500% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 0.459 | -0.942 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 184B | 0% |
| Annual Yield % from dividends | 1.70 | 2.35 | 72% |
| Returns for 1 year | -4.59 | 5.12 | -90% |
| Returns for 3 years | 11.81 | 20.66 | 57% |
| Returns for 5 years | 48.74 | 72.19 | 68% |
| Returns for 10 years | N/A | 96.21 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...