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BRUMX vs VVIAX
BRUMX vs VVIAX Comparison
Open Charts BRUMX vs VVIAX
MFS Blended Research Value Equity R4
Price$17.61
Change-$0.11 (-0.62%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
BRUMX vs VVIAX Comparison Chart
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BRUMX vs. VVIAX 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 VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BRUMX (295M). VVIAX pays higher dividends than BRUMX: VVIAX (2.36) vs BRUMX (1.32). BRUMX was incepted earlier than VVIAX: BRUMX (9 years) vs VVIAX (24 years). BRUMX is a more actively managed with annual turnover of: 51.00 vs. VVIAX (10.00). BRUMX has a lower initial minimum investment than VVIAX: BRUMX (0) vs VVIAX (3000). VVIAX (25.54) and BRUMX (25.16) have marching annual gain over last year. VVIAX return over 5 years is better than : 50.78 vs. BRUMX (40.00).
| BRUMX | VVIAX | BRUMX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 17.557 | 17.922 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 184B | 0% |
| Annual Yield % from dividends | 1.32 | 2.36 | 56% |
| Returns for 1 year | 25.16 | 25.54 | 98% |
| Returns for 3 years | 6.81 | 21.55 | 32% |
| Returns for 5 years | 40.00 | 50.78 | 79% |
| Returns for 10 years | N/A | 110.49 | - |