BRUGX
Price
$14.79
Change
+$0.16 (+1.09%)
Updated
Apr 24 closing price
Net Assets
278.92M
VIVIX
Price
$64.39
Change
+$0.63 (+0.99%)
Updated
Apr 24 closing price
Net Assets
190.51B
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BRUGX vs VIVIX

Header iconBRUGX vs VIVIX Comparison
Open Charts BRUGX vs VIVIXBanner chart's image
MFS Blended Research Value Equity C
Price$14.79
Change+$0.16 (+1.09%)
VolumeN/A
Net Assets278.92M
Vanguard Value Index I
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
BRUGX vs VIVIX Comparison Chart
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BRUGX vs. VIVIX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. BRUGX (279M). VIVIX pays higher dividends than BRUGX: VIVIX (2.27) vs BRUGX (0.71). BRUGX was incepted earlier than VIVIX: BRUGX (10 years) vs VIVIX (27 years). BRUGX (1.60) is less costly to investors than VIVIX (0.04). BRUGX is a more actively managed with annual turnover of: 55.00 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 : 3.40 vs. BRUGX (-7.11). VIVIX return over 5 years is better than : 69.91 vs. BRUGX (40.86).
BRUGXVIVIXBRUGX / VIVIX
Total Expense Ratio1.490.043,725%
Annual Report Gross Expense Ratio1.600.044,000%
Fund Existence10 years27 years-
Gain YTD-2.726-3.41180%
Front LoadN/AN/A-
Min. Initial Investment100050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets279M191B0%
Annual Yield % from dividends0.712.2731%
Returns for 1 year-7.113.40-209%
Returns for 3 years0.5212.734%
Returns for 5 years40.8669.9158%
Returns for 10 yearsN/A92.47-
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