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BRUGX vs VIVIX
BRUGX vs VIVIX Comparison
Open Charts BRUGX vs VIVIX
MFS Blended Research Value Equity C
Price$16.47
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets311.65M
Vanguard Value Index I
Price$70.90
Change-$0.26 (-0.37%)
VolumeN/A
Net Assets195.81B
BRUGX vs VIVIX Comparison Chart in %
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BRUGX vs. VIVIX commentary
Sep 04, 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.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 196B vs. BRUGX (312M). VIVIX pays higher dividends than BRUGX: VIVIX (2.11) vs BRUGX (0.66). 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: 48.00 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 : 6.80 vs. BRUGX (-0.03). VIVIX return over 5 years is better than : 70.09 vs. BRUGX (39.19).
| 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 | 9.774 | 7.821 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 196B | 0% |
| Annual Yield % from dividends | 0.66 | 2.11 | 31% |
| Returns for 1 year | -0.03 | 6.80 | -0% |
| Returns for 3 years | 20.11 | 36.08 | 56% |
| Returns for 5 years | 39.19 | 70.09 | 56% |
| Returns for 10 years | N/A | 137.36 | - |
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