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BRUGX vs VVIAX
BRUGX vs VVIAX Comparison
Open Charts BRUGX vs VVIAX
MFS Blended Research Value Equity C
Price$16.42
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets307.49M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
BRUGX vs VVIAX Comparison Chart in %
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BRUGX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BRUGX (307M). VVIAX pays higher dividends than BRUGX: VVIAX (2.18) vs BRUGX (0.68). BRUGX was incepted earlier than VVIAX: BRUGX (10 years) vs VVIAX (25 years). BRUGX (1.60) is less costly to investors than VVIAX (0.05). BRUGX is a more actively managed with annual turnover of: 55.00 vs. VVIAX (9.00). BRUGX has a lower initial minimum investment than VVIAX: BRUGX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 9.75 vs. BRUGX (1.81). VVIAX return over 5 years is better than : 74.87 vs. BRUGX (44.21).
| BRUGX | VVIAX | BRUGX / VVIAX | |
| Total Expense Ratio | 1.49 | 0.05 | 2,980% |
| Annual Report Gross Expense Ratio | 1.60 | 0.05 | 3,200% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 9.176 | 6.714 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 195B | 0% |
| Annual Yield % from dividends | 0.68 | 2.18 | 31% |
| Returns for 1 year | 1.81 | 9.75 | 19% |
| Returns for 3 years | 20.06 | 34.32 | 58% |
| Returns for 5 years | 44.21 | 74.87 | 59% |
| Returns for 10 years | N/A | 116.26 | - |
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