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BRUGX vs VIVIX
BRUGX vs VIVIX Comparison
Open Charts BRUGX vs VIVIX
MFS Blended Research Value Equity C
Price$15.60
Change-$0.19 (-1.20%)
VolumeN/A
Net Assets297.09M
Vanguard Value Index I
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
BRUGX vs VIVIX Comparison Chart
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BRUGX vs. VIVIX commentary
Jun 16, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. BRUGX (297M). VIVIX pays higher dividends than BRUGX: VIVIX (2.29) vs BRUGX (0.70). BRUGX was incepted earlier than VIVIX: BRUGX (10 years) vs VIVIX (27 years). BRUGX (1.60) is less costly to investors than VIVIX (0.04). BRUGX is a more actively managed with annual turnover of: 55.00 vs. VIVIX (9.00). BRUGX has a lower initial minimum investment than VIVIX: BRUGX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 8.01 vs. BRUGX (-1.45). VIVIX return over 5 years is better than : 72.56 vs. BRUGX (41.10).
| BRUGX | VIVIX | BRUGX / VIVIX | |
| Total Expense Ratio | 1.49 | 0.04 | 3,725% |
| Annual Report Gross Expense Ratio | 1.60 | 0.04 | 4,000% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 3.723 | 2.452 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 189B | 0% |
| Annual Yield % from dividends | 0.70 | 2.29 | 31% |
| Returns for 1 year | -1.45 | 8.01 | -18% |
| Returns for 3 years | 17.45 | 32.19 | 54% |
| Returns for 5 years | 41.10 | 72.56 | 57% |
| Returns for 10 years | N/A | 103.54 | - |
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