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BRUGX vs VIVIX
BRUGX vs VIVIX Comparison
Open Charts BRUGX vs VIVIX
MFS Blended Research Value Equity C
Price$16.16
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets302.41M
Vanguard Value Index I
Price$69.32
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
BRUGX vs VIVIX Comparison Chart in %
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BRUGX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. BRUGX (302M). VIVIX pays higher dividends than BRUGX: VIVIX (2.19) vs BRUGX (0.68). 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 (9.00). 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 : 6.23 vs. BRUGX (-1.80). VIVIX return over 5 years is better than : 71.90 vs. BRUGX (41.27).
| BRUGX | VIVIX | BRUGX / VIVIX | |
| Total Expense Ratio | 1.49 | 0.04 | 3,725% |
| Annual Report Gross Expense Ratio | 1.60 | 0.04 | 4,000% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 7.314 | 5.124 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 195B | 0% |
| Annual Yield % from dividends | 0.68 | 2.19 | 31% |
| Returns for 1 year | -1.80 | 6.23 | -29% |
| Returns for 3 years | 21.43 | 35.76 | 60% |
| Returns for 5 years | 41.27 | 71.90 | 57% |
| Returns for 10 years | N/A | 109.41 | - |
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