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BRUNX vs VIVAX
BRUNX vs VIVAX Comparison
Open Charts BRUNX vs VIVAX
MFS Blended Research Value Equity R6
Price$15.73
Change+$0.11 (+0.70%)
VolumeN/A
Net Assets288.51M
Vanguard Value Index I
Price$67.64
Change+$0.38 (+0.56%)
VolumeN/A
Net Assets195.24B
BRUNX vs VIVAX Comparison Chart
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BRUNX vs. VIVAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRUNX (289M). VIVAX pays higher dividends than BRUNX: VIVAX (2.14) vs BRUNX (1.73). BRUNX was incepted earlier than VIVAX: BRUNX (10 years) vs VIVAX (32 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 (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 : 7.07 vs. BRUNX (-2.86). VIVAX return over 5 years is better than : 100.53 vs. BRUNX (75.89).
| 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 | 32 years | - |
| Gain YTD | 3.080 | 1.843 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 195B | 0% |
| Annual Yield % from dividends | 1.73 | 2.14 | 81% |
| Returns for 1 year | -2.86 | 7.07 | -40% |
| Returns for 3 years | 6.33 | 16.40 | 39% |
| Returns for 5 years | 75.89 | 100.53 | 75% |
| Returns for 10 years | N/A | 107.12 | - |