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BRUNX vs VIVAX
BRUNX vs VIVAX Comparison
Open Charts BRUNX vs VIVAX
MFS Blended Research Value Equity R6
Price$15.58
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets298.52M
Vanguard Value Index I
Price$66.01
Change-$0.28 (-0.42%)
VolumeN/A
Net Assets183.65B
BRUNX vs VIVAX Comparison Chart
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BRUNX vs. VIVAX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BRUNX (299M). VIVAX pays higher dividends than BRUNX: VIVAX (2.22) vs BRUNX (1.77). BRUNX was incepted earlier than VIVAX: BRUNX (10 years) vs VIVAX (33 years). BRUNX (0.53) is less costly to investors than VIVAX (0.17). BRUNX is a more actively managed with annual turnover of: 55.00 vs. VIVAX (9.00). 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 : 6.24 vs. BRUNX (-4.29). VIVAX return over 5 years is better than : 78.41 vs. BRUNX (51.15).
| BRUNX | VIVAX | BRUNX / VIVAX | |
| Total Expense Ratio | 0.44 | 0.17 | 259% |
| Annual Report Gross Expense Ratio | 0.53 | 0.17 | 312% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 2.556 | 2.222 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 184B | 0% |
| Annual Yield % from dividends | 1.77 | 2.22 | 80% |
| Returns for 1 year | -4.29 | 6.24 | -69% |
| Returns for 3 years | 13.83 | 26.44 | 52% |
| Returns for 5 years | 51.15 | 78.41 | 65% |
| Returns for 10 years | N/A | 100.98 | - |
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