Interact to see
Advertisement
Advertisement
BRUGX vs VIVAX
BRUGX vs VIVAX Comparison
Open Charts BRUGX vs VIVAX
MFS Blended Research Value Equity C
Price$16.34
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets308.53M
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
BRUGX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUGX vs. VIVAX commentary
Jul 07, 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 BRUGX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. BRUGX (309M). VIVAX pays higher dividends than BRUGX: VIVAX (2.06) vs BRUGX (0.68). BRUGX was incepted earlier than VIVAX: BRUGX (10 years) vs VIVAX (33 years). BRUGX (1.60) is less costly to investors than VIVAX (0.17). BRUGX is a more actively managed with annual turnover of: 55.00 vs. VIVAX (9.00). BRUGX has a lower initial minimum investment than VIVAX: BRUGX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. BRUGX (2.77). VIVAX return over 5 years is better than : 80.14 vs. BRUGX (48.45).
| BRUGX | VIVAX | BRUGX / VIVAX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.60 | 0.17 | 941% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 8.644 | 6.209 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 189B | 0% |
| Annual Yield % from dividends | 0.68 | 2.06 | 33% |
| Returns for 1 year | 2.77 | 12.04 | 23% |
| Returns for 3 years | 21.05 | 35.16 | 60% |
| Returns for 5 years | 48.45 | 80.14 | 60% |
| Returns for 10 years | N/A | 115.74 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FAI | 35.44 | 0.50 | +1.42% |
| First Trust Exchange-Traded Fund II | |||
| TUGN | 24.81 | 0.24 | +0.98% |
| STF Tactical Growth & Income ETF | |||
| RSST | 23.74 | 0.17 | +0.72% |
| Return Stacked® US Stocks & Mgd Futs ETF | |||
| AWF | 11.10 | 0.03 | +0.23% |
| ALLIANCEBERSTEIN GLOBAL HIGH Income FUND | |||
| IPOS | 14.73 | 0.03 | +0.20% |
| Renaissance International IPO ETF | |||