Interact to see
Advertisement
Advertisement
BRUGX vs VIVAX
BRUGX vs VIVAX Comparison
Open Charts BRUGX vs VIVAX
MFS Blended Research Value Equity C
Price$16.16
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets302.41M
Vanguard Value Index I
Price$69.34
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
BRUGX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUGX vs. VIVAX commentary
Jul 20, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. BRUGX (302M). 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 : 6.94 vs. BRUGX (-1.80). VIVAX return over 5 years is better than : 71.73 vs. BRUGX (41.27).
| 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 | 7.314 | 5.013 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 195B | 0% |
| Annual Yield % from dividends | 0.68 | 2.06 | 33% |
| Returns for 1 year | -1.80 | 6.94 | -26% |
| Returns for 3 years | 21.43 | 32.59 | 66% |
| Returns for 5 years | 41.27 | 71.73 | 58% |
| Returns for 10 years | N/A | 110.46 | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| LMCHX | 33.87 | 0.41 | +1.23% |
| Lord Abbett Mid Cap Stock R6 | |||
| VEMPX | 371.57 | 4.26 | +1.16% |
| Vanguard Extended Market Index InstlPlus | |||
| DUSLX | 41.23 | 0.23 | +0.56% |
| DFA US Large Cap Growth Instl | |||
| ABLSX | 13.49 | 0.05 | +0.37% |
| American Beacon Balanced Adv | |||
| ETIMX | 14.65 | 0.05 | +0.34% |
| Eventide Balanced Fund Class I | |||