Interact to see
Advertisement
Advertisement
BRUKX vs VVIAX
BRUKX vs VVIAX Comparison
Open Charts BRUKX vs VVIAX
MFS Blended Research Value Equity R2
Price$16.82
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets312.31M
Vanguard Value Index Adm
Price$71.19
Change-$0.24 (-0.34%)
VolumeN/A
Net Assets202.84B
BRUKX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUKX vs. VVIAX commentary
Sep 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: 203B vs. BRUKX (312M). VVIAX pays higher dividends than BRUKX: VVIAX (2.10) vs BRUKX (1.11). 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: 48.00 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 : 7.74 vs. BRUKX (2.14). VVIAX return over 5 years is better than : 70.16 vs. BRUKX (44.31).
| 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 | 10.804 | 7.850 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 203B | 0% |
| Annual Yield % from dividends | 1.11 | 2.10 | 53% |
| Returns for 1 year | 2.14 | 7.74 | 28% |
| Returns for 3 years | 23.91 | 36.61 | 65% |
| Returns for 5 years | 44.31 | 70.16 | 63% |
| Returns for 10 years | N/A | 131.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement