Ad is loading...
BRUMX vs VIVIX
BRUMX vs VIVIX Comparison
Open Charts BRUMX vs VIVIX
MFS Blended Research Value Equity R4
Price$15.55
Change-$0.10 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.60
Change-$0.42 (-0.62%)
VolumeN/A
CapitalizationN/A
BRUMX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRUMX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. BRUMX (292M). 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 annual gain was more profitable for investors over the last year : 16.43 vs. BRUMX (6.72). VIVIX return over 5 years is better than : 44.60 vs. BRUMX (22.96).
| 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 | 5.506 | 16.034 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 195B | 0% |
| Annual Yield % from dividends | 1.32 | 2.37 | 56% |
| Returns for 1 year | 6.72 | 16.43 | 41% |
| Returns for 3 years | 9.43 | 20.48 | 46% |
| Returns for 5 years | 22.96 | 44.60 | 51% |
| Returns for 10 years | N/A | 104.87 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers