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BRUNX vs VVIAX
BRUNX vs VVIAX Comparison
Open Charts BRUNX vs VVIAX
MFS Blended Research Value Equity R6
Price$15.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets289.07M
Vanguard Value Index Adm
Price$65.57
Change-$0.07 (-0.11%)
VolumeN/A
Net Assets183.65B
BRUNX vs VVIAX Comparison Chart
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BRUNX vs. VVIAX commentary
May 10, 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. BRUNX (289M). VVIAX pays higher dividends than BRUNX: VVIAX (2.34) vs BRUNX (1.77). BRUNX was incepted earlier than VVIAX: BRUNX (10 years) vs VVIAX (25 years). BRUNX (0.53) is less costly to investors than VVIAX (0.05). BRUNX is a more actively managed with annual turnover of: 55.00 vs. VVIAX (9.00). BRUNX has a lower initial minimum investment than VVIAX: BRUNX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 4.70 vs. BRUNX (-4.58). VVIAX return over 5 years is better than : 72.85 vs. BRUNX (47.53).
| BRUNX | VVIAX | BRUNX / VVIAX | |
| Total Expense Ratio | 0.44 | 0.05 | 880% |
| Annual Report Gross Expense Ratio | 0.53 | 0.05 | 1,060% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 0.459 | -0.578 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 184B | 0% |
| Annual Yield % from dividends | 1.77 | 2.34 | 76% |
| Returns for 1 year | -4.58 | 4.70 | -97% |
| Returns for 3 years | 10.65 | 21.54 | 49% |
| Returns for 5 years | 47.53 | 72.85 | 65% |
| Returns for 10 years | N/A | 97.55 | - |
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