BRUGX
Price
$16.42
Change
+$0.06 (+0.37%)
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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BRUGX vs VIVAX

Header iconBRUGX vs VIVAX Comparison
Open Charts BRUGX vs VIVAXBanner chart's image
MFS Blended Research Value Equity C
Price$16.42
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets307.49M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
BRUGX vs VIVAX Comparison Chart in %
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BRUGX vs. VIVAX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRUGX (307M). 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 : 9.76 vs. BRUGX (1.81). VIVAX return over 5 years is better than : 74.87 vs. BRUGX (44.21).
BRUGXVIVAXBRUGX / VIVAX
Total Expense Ratio1.490.17876%
Annual Report Gross Expense Ratio1.600.17941%
Fund Existence10 years33 years-
Gain YTD9.1766.724136%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets307M195B0%
Annual Yield % from dividends0.682.0633%
Returns for 1 year1.819.7619%
Returns for 3 years20.0634.3158%
Returns for 5 years44.2174.8759%
Returns for 10 yearsN/A116.32-
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