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BRUGX vs VIVAX
BRUGX vs VIVAX Comparison
Open Charts BRUGX vs VIVAX
MFS Blended Research Value Equity C
Price$16.11
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets302.28M
Vanguard Value Index I
Price$69.29
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets195.81B
BRUGX vs VIVAX Comparison Chart in %
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BRUGX vs. VIVAX commentary
Aug 12, 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.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B 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 : 9.01 vs. BRUGX (1.32). VIVAX return over 5 years is better than : 65.43 vs. BRUGX (35.37).
| 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 | 7.114 | 5.134 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 196B | 0% |
| Annual Yield % from dividends | 0.68 | 2.06 | 33% |
| Returns for 1 year | 1.32 | 9.01 | 15% |
| Returns for 3 years | 9.64 | 25.01 | 39% |
| Returns for 5 years | 35.37 | 65.43 | 54% |
| Returns for 10 years | N/A | 112.19 | - |