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BRUMX vs VVIAX
BRUMX vs VVIAX Comparison
Open Charts BRUMX vs VVIAX
MFS Blended Research Value Equity R4
Price$15.40
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets287.36M
Vanguard Value Index Adm
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
BRUMX vs VVIAX Comparison Chart
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BRUMX vs. VVIAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BRUMX (287M). VVIAX pays higher dividends than BRUMX: VVIAX (2.34) vs BRUMX (1.70). BRUMX was incepted earlier than VVIAX: BRUMX (10 years) vs VVIAX (25 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 (9.00). 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 : 5.12 vs. BRUMX (-4.59). VVIAX return over 5 years is better than : 72.19 vs. BRUMX (48.74).
| 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 | 25 years | - |
| Gain YTD | 0.459 | -0.957 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 184B | 0% |
| Annual Yield % from dividends | 1.70 | 2.34 | 73% |
| Returns for 1 year | -4.59 | 5.12 | -90% |
| Returns for 3 years | 11.81 | 20.66 | 57% |
| Returns for 5 years | 48.74 | 72.19 | 68% |
| Returns for 10 years | N/A | 96.21 | - |
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