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BRUGX vs VIVIX
BRUGX vs VIVIX Comparison
Open Charts BRUGX vs VIVIX
MFS Blended Research Value Equity C
Price$15.67
Change-$0.19 (-1.20%)
VolumeN/A
Net Assets293.48M
Vanguard Value Index I
Price$68.78
Change-$0.82 (-1.18%)
VolumeN/A
Net Assets192.55B
BRUGX vs VIVIX Comparison Chart
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BRUGX vs. VIVIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. BRUGX (293M). VIVIX pays higher dividends than BRUGX: VIVIX (2.37) vs BRUGX (0.57). BRUGX was incepted earlier than VIVIX: BRUGX (9 years) vs VIVIX (27 years). BRUGX is a more actively managed with annual turnover of: 51.00 vs. VIVIX (10.00). 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 : 13.44 vs. BRUGX (1.87). VIVIX return over 5 years is better than : 47.20 vs. BRUGX (17.66).
| BRUGX | VIVIX | BRUGX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 4.189 | 4.165 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 193B | 0% |
| Annual Yield % from dividends | 0.57 | 2.37 | 24% |
| Returns for 1 year | 1.87 | 13.44 | 14% |
| Returns for 3 years | 9.14 | 23.92 | 38% |
| Returns for 5 years | 17.66 | 47.20 | 37% |
| Returns for 10 years | N/A | 105.52 | - |
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