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BRUMX vs VVIAX
BRUMX vs VVIAX Comparison
Open Charts BRUMX vs VVIAX
MFS Blended Research Value Equity R4
Price$15.55
Change-$0.10 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.61
Change-$0.41 (-0.60%)
VolumeN/A
CapitalizationN/A
BRUMX vs VVIAX Comparison Chart
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BRUMX vs. VVIAX commentary
Dec 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BRUMX (292M). 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 : 16.45 vs. BRUMX (6.72). VVIAX return over 5 years is better than : 44.62 vs. BRUMX (22.96).
| 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 | 5.506 | 16.051 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 195B | 0% |
| Annual Yield % from dividends | 1.32 | 2.36 | 56% |
| Returns for 1 year | 6.72 | 16.45 | 41% |
| Returns for 3 years | 9.43 | 20.49 | 46% |
| Returns for 5 years | 22.96 | 44.62 | 51% |
| Returns for 10 years | N/A | 104.84 | - |
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