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BRUEX vs VVIAX
BRUEX vs VVIAX Comparison
Open Charts BRUEX vs VVIAX
MFS Blended Research Value Equity B
Price$16.53
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets308.53M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BRUEX vs VVIAX Comparison Chart in %
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BRUEX vs. VVIAX commentary
Jul 07, 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 BRUEX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BRUEX (309M). VVIAX pays higher dividends than BRUEX: VVIAX (2.18) vs BRUEX (0.48). BRUEX was incepted earlier than VVIAX: BRUEX (10 years) vs VVIAX (25 years). BRUEX (1.60) is less costly to investors than VVIAX (0.05). BRUEX is a more actively managed with annual turnover of: 55.00 vs. VVIAX (9.00). BRUEX has a lower initial minimum investment than VVIAX: BRUEX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. BRUEX (2.85). VVIAX return over 5 years is better than : 80.13 vs. BRUEX (48.21).
| BRUEX | VVIAX | BRUEX / VVIAX | |
| Total Expense Ratio | 1.49 | 0.05 | 2,980% |
| Annual Report Gross Expense Ratio | 1.60 | 0.05 | 3,200% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 8.679 | 6.198 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 189B | 0% |
| Annual Yield % from dividends | 0.48 | 2.18 | 22% |
| Returns for 1 year | 2.85 | 12.03 | 24% |
| Returns for 3 years | 20.89 | 35.17 | 59% |
| Returns for 5 years | 48.21 | 80.13 | 60% |
| Returns for 10 years | N/A | 115.67 | - |
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