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BRUGX vs VIVIX
BRUGX vs VIVIX Comparison
Open Charts BRUGX vs VIVIX
MFS Blended Research Value Equity C
Price$17.55
Change+$0.13 (+0.75%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$70.26
Change+$0.54 (+0.77%)
VolumeN/A
CapitalizationN/A
BRUGX vs VIVIX Comparison Chart
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BRUGX vs. VIVIX commentary
Nov 23, 2024
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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. BRUGX (298M). VIVIX pays higher dividends than BRUGX: VIVIX (2.37) vs BRUGX (0.57). BRUGX was incepted earlier than VIVIX: BRUGX (9 years) vs VIVIX (26 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 : 27.07 vs. BRUGX (24.56). VIVIX return over 5 years is better than : 54.28 vs. BRUGX (34.91).
| BRUGX | VIVIX | BRUGX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 18.581 | 20.600 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 184B | 0% |
| Annual Yield % from dividends | 0.57 | 2.37 | 24% |
| Returns for 1 year | 24.56 | 27.07 | 91% |
| Returns for 3 years | 5.61 | 24.71 | 23% |
| Returns for 5 years | 34.91 | 54.28 | 64% |
| Returns for 10 years | N/A | 114.17 | - |