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BRUGX vs VIVAX
BRUGX vs VIVAX Comparison
Open Charts BRUGX vs VIVAX
MFS Blended Research Value Equity C
Price$17.55
Change+$0.13 (+0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$70.28
Change+$0.55 (+0.79%)
VolumeN/A
CapitalizationN/A
BRUGX vs VIVAX Comparison Chart
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BRUGX vs. VIVAX commentary
Nov 23, 2024
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 StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. BRUGX (298M). VIVAX pays higher dividends than BRUGX: VIVAX (2.25) vs BRUGX (0.57). BRUGX was incepted earlier than VIVAX: BRUGX (9 years) vs VIVAX (32 years). BRUGX is a more actively managed with annual turnover of: 51.00 vs. VIVAX (10.00). 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 : 27.06 vs. BRUGX (24.56). VIVAX return over 5 years is better than : 54.30 vs. BRUGX (34.91).
| BRUGX | VIVAX | BRUGX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 18.581 | 20.589 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 184B | 0% |
| Annual Yield % from dividends | 0.57 | 2.25 | 25% |
| Returns for 1 year | 24.56 | 27.06 | 91% |
| Returns for 3 years | 5.61 | 24.71 | 23% |
| Returns for 5 years | 34.91 | 54.30 | 64% |
| Returns for 10 years | N/A | 114.13 | - |