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BRUMX vs VIVIX
BRUMX vs VIVIX Comparison
Open Charts BRUMX vs VIVIX
MFS Blended Research Value Equity R4
Price$16.95
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets311.13M
Vanguard Value Index I
Price$71.19
Change-$0.23 (-0.32%)
VolumeN/A
Net Assets202.84B
BRUMX vs VIVIX Comparison Chart in %
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BRUMX vs. VIVIX commentary
Sep 09, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 203B vs. BRUMX (311M). VIVIX pays higher dividends than BRUMX: VIVIX (2.11) vs BRUMX (1.54). BRUMX was incepted earlier than VIVIX: BRUMX (10 years) vs VIVIX (27 years). BRUMX (0.60) is less costly to investors than VIVIX (0.04). BRUMX is a more actively managed with annual turnover of: 48.00 vs. VIVIX (9.00). BRUMX has a lower initial minimum investment than VIVIX: BRUMX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 7.74 vs. BRUMX (2.30). VIVIX return over 5 years is better than : 70.16 vs. BRUMX (47.61).
| BRUMX | VIVIX | BRUMX / VIVIX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 0.60 | 0.04 | 1,500% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 10.827 | 7.866 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 203B | 0% |
| Annual Yield % from dividends | 1.54 | 2.11 | 73% |
| Returns for 1 year | 2.30 | 7.74 | 30% |
| Returns for 3 years | 25.46 | 36.61 | 70% |
| Returns for 5 years | 47.61 | 70.16 | 68% |
| Returns for 10 years | N/A | 131.61 | - |