Interact to see
Advertisement
Advertisement
BRUKX vs VVIAX
BRUKX vs VVIAX Comparison
Open Charts BRUKX vs VVIAX
MFS Blended Research Value Equity R2
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
BRUKX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUKX vs. VVIAX commentary
Jul 08, 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 BRUKX is a Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BRUKX (309M). VVIAX pays higher dividends than BRUKX: VVIAX (2.18) vs BRUKX (1.14). BRUKX was incepted earlier than VVIAX: BRUKX (10 years) vs VVIAX (25 years). BRUKX (1.10) is less costly to investors than VVIAX (0.05). BRUKX is a more actively managed with annual turnover of: 55.00 vs. VVIAX (9.00). BRUKX has a lower initial minimum investment than VVIAX: BRUKX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. BRUKX (3.36). VVIAX return over 5 years is better than : 80.13 vs. BRUKX (52.89).
| BRUKX | VVIAX | BRUKX / VVIAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.10 | 0.05 | 2,200% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 8.893 | 6.198 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 189B | 0% |
| Annual Yield % from dividends | 1.14 | 2.18 | 52% |
| Returns for 1 year | 3.36 | 12.03 | 28% |
| Returns for 3 years | 23.36 | 35.17 | 66% |
| Returns for 5 years | 52.89 | 80.13 | 66% |
| Returns for 10 years | N/A | 115.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers