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BRUMX vs VVIAX
BRUMX vs VVIAX Comparison
Open Charts BRUMX vs VVIAX
MFS Blended Research Value Equity R4
Price$14.61
Change+$0.20 (+1.39%)
VolumeN/A
Net Assets269.33M
Vanguard Value Index Adm
Price$63.18
Change+$0.94 (+1.51%)
VolumeN/A
Net Assets190.51B
BRUMX vs VVIAX Comparison Chart
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BRUMX vs. VVIAX commentary
Apr 12, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. BRUMX (269M). VVIAX pays higher dividends than BRUMX: VVIAX (2.26) vs BRUMX (1.66). BRUMX was incepted earlier than VVIAX: BRUMX (10 years) vs VVIAX (24 years). BRUMX (0.60) is less costly to investors than VVIAX (0.05). BRUMX is a more actively managed with annual turnover of: 55.00 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 : 0.71 vs. BRUMX (-9.54). VVIAX return over 5 years is better than : 64.28 vs. BRUMX (42.04).
| BRUMX | VVIAX | BRUMX / VVIAX | |
| Total Expense Ratio | 0.49 | 0.05 | 980% |
| Annual Report Gross Expense Ratio | 0.60 | 0.05 | 1,200% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -5.446 | -5.728 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 191B | 0% |
| Annual Yield % from dividends | 1.66 | 2.26 | 73% |
| Returns for 1 year | -9.54 | 0.71 | -1,350% |
| Returns for 3 years | -0.28 | 8.12 | -3% |
| Returns for 5 years | 42.04 | 64.28 | 65% |
| Returns for 10 years | N/A | 88.62 | - |
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