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BRUMX vs VIVAX
BRUMX vs VIVAX Comparison
Open Charts BRUMX vs VIVAX
MFS Blended Research Value Equity R4
Price$15.88
Change-$0.19 (-1.18%)
VolumeN/A
Net Assets297.09M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
BRUMX vs VIVAX Comparison Chart
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BRUMX vs. VIVAX commentary
Jun 15, 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 BRUMX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BRUMX (297M). VIVAX pays higher dividends than BRUMX: VIVAX (2.16) vs BRUMX (1.65). BRUMX was incepted earlier than VIVAX: BRUMX (10 years) vs VIVAX (33 years). BRUMX (0.60) is less costly to investors than VIVAX (0.17). BRUMX is a more actively managed with annual turnover of: 55.00 vs. VIVAX (9.00). BRUMX has a lower initial minimum investment than VIVAX: BRUMX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 8.01 vs. BRUMX (-0.37). VIVAX return over 5 years is better than : 72.56 vs. BRUMX (49.17).
| BRUMX | VIVAX | BRUMX / VIVAX | |
| Total Expense Ratio | 0.49 | 0.17 | 288% |
| Annual Report Gross Expense Ratio | 0.60 | 0.17 | 353% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 4.199 | 2.419 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 189B | 0% |
| Annual Yield % from dividends | 1.65 | 2.16 | 76% |
| Returns for 1 year | -0.37 | 8.01 | -5% |
| Returns for 3 years | 21.68 | 32.20 | 67% |
| Returns for 5 years | 49.17 | 72.56 | 68% |
| Returns for 10 years | N/A | 103.54 | - |
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