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BRUNX vs VIVAX
BRUNX vs VIVAX Comparison
Open Charts BRUNX vs VIVAX
MFS Blended Research Value Equity R6
Price$16.00
Change+$0.11 (+0.69%)
VolumeN/A
Net Assets299.71M
Vanguard Value Index I
Price$69.19
Change+$0.51 (+0.74%)
VolumeN/A
Net Assets183.52B
BRUNX vs VIVAX Comparison Chart
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BRUNX vs. VIVAX commentary
Jan 24, 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 BRUNX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BRUNX (300M). VIVAX pays higher dividends than BRUNX: VIVAX (2.25) vs BRUNX (1.37). BRUNX was incepted earlier than VIVAX: BRUNX (9 years) vs VIVAX (32 years). BRUNX is a more actively managed with annual turnover of: 51.00 vs. VIVAX (10.00). BRUNX has a lower initial minimum investment than VIVAX: BRUNX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 18.55 vs. BRUNX (8.48). VIVAX return over 5 years is better than : 48.31 vs. BRUNX (24.80).
| BRUNX | VIVAX | BRUNX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 4.849 | 4.738 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 184B | 0% |
| Annual Yield % from dividends | 1.37 | 2.25 | 61% |
| Returns for 1 year | 8.48 | 18.55 | 46% |
| Returns for 3 years | 11.74 | 23.73 | 49% |
| Returns for 5 years | 24.80 | 48.31 | 51% |
| Returns for 10 years | N/A | 111.32 | - |
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