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BRUMX vs VVIAX
BRUMX vs VVIAX Comparison
Open Charts BRUMX vs VVIAX
MFS Blended Research Value Equity R4
Price$16.08
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets299.19M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
BRUMX vs VVIAX Comparison Chart
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BRUMX vs. VVIAX commentary
Jan 31, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BRUMX (299M). 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 annual gain was more profitable for investors over the last year : 16.69 vs. BRUMX (7.88). VVIAX return over 5 years is better than : 50.85 vs. BRUMX (29.71).
| 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 | 5.512 | 3.907 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 184B | 0% |
| Annual Yield % from dividends | 1.32 | 2.36 | 56% |
| Returns for 1 year | 7.88 | 16.69 | 47% |
| Returns for 3 years | 11.65 | 21.04 | 55% |
| Returns for 5 years | 29.71 | 50.85 | 58% |
| Returns for 10 years | N/A | 114.24 | - |
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