BRUMX
Price
$16.64
Change
+$0.09 (+0.54%)
Updated
Jul 3 closing price
Net Assets
308.53M
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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BRUMX vs VVIAX

Header iconBRUMX vs VVIAX Comparison
Open Charts BRUMX vs VVIAXBanner chart's image
MFS Blended Research Value Equity R4
Price$16.64
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets308.53M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BRUMX vs VVIAX Comparison Chart in %
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BRUMX vs. VVIAX commentary
Jul 05, 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.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BRUMX (309M). VVIAX pays higher dividends than BRUMX: VVIAX (2.18) vs BRUMX (1.59). 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 : 12.03 vs. BRUMX (3.89). VVIAX return over 5 years is better than : 80.13 vs. BRUMX (56.86).
BRUMXVVIAXBRUMX / VVIAX
Total Expense Ratio0.490.05980%
Annual Report Gross Expense Ratio0.600.051,200%
Fund Existence10 years25 years-
Gain YTD9.1866.198148%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets309M189B0%
Annual Yield % from dividends1.592.1873%
Returns for 1 year3.8912.0332%
Returns for 3 years25.2935.1772%
Returns for 5 years56.8680.1371%
Returns for 10 yearsN/A115.67-
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