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BRUMX vs VVIAX
BRUMX vs VVIAX Comparison
Open Charts BRUMX vs VVIAX
MFS Blended Research Value Equity R4
Price$17.16
Change-$0.06 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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BRUMX vs VVIAX Comparison Chart
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BRUMX vs. VVIAX commentary
Sep 21, 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 StrongBuy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. BRUMX (298M). 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 (24.02) and BRUMX (23.25) have marching annual gain over last year. VVIAX return over 5 years is better than : 55.46 vs. BRUMX (41.61).
| 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 | 14.553 | 16.303 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 183B | 0% |
| Annual Yield % from dividends | 1.32 | 2.36 | 56% |
| Returns for 1 year | 23.25 | 24.02 | 97% |
| Returns for 3 years | 11.41 | 28.29 | 40% |
| Returns for 5 years | 41.61 | 55.46 | 75% |
| Returns for 10 years | N/A | 114.04 | - |
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