BRUMX
Price
$16.74
Change
+$0.07 (+0.42%)
Updated
Jul 25 closing price
Net Assets
307.49M
VIVAX
Price
$70.47
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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BRUMX vs VIVAX

Header iconBRUMX vs VIVAX Comparison
Open Charts BRUMX vs VIVAXBanner chart's image
MFS Blended Research Value Equity R4
Price$16.74
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets307.49M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
BRUMX vs VIVAX Comparison Chart in %
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BRUMX vs. VIVAX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRUMX (307M). VIVAX pays higher dividends than BRUMX: VIVAX (2.06) vs BRUMX (1.59). 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 : 9.76 vs. BRUMX (2.99). VIVAX return over 5 years is better than : 74.87 vs. BRUMX (52.47).
BRUMXVIVAXBRUMX / VIVAX
Total Expense Ratio0.490.17288%
Annual Report Gross Expense Ratio0.600.17353%
Fund Existence10 years33 years-
Gain YTD9.8436.724146%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets307M195B0%
Annual Yield % from dividends1.592.0677%
Returns for 1 year2.999.7631%
Returns for 3 years24.3434.3171%
Returns for 5 years52.4774.8770%
Returns for 10 yearsN/A116.32-
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