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BRUGX vs VVIAX
BRUGX vs VVIAX Comparison
Open Charts BRUGX vs VVIAX
MFS Blended Research Value Equity C
Price$16.16
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets302.41M
Vanguard Value Index Adm
Price$69.32
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
BRUGX vs VVIAX Comparison Chart in %
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BRUGX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BRUGX (302M). VVIAX pays higher dividends than BRUGX: VVIAX (2.18) vs BRUGX (0.68). BRUGX was incepted earlier than VVIAX: BRUGX (10 years) vs VVIAX (25 years). BRUGX (1.60) is less costly to investors than VVIAX (0.05). BRUGX is a more actively managed with annual turnover of: 55.00 vs. VVIAX (9.00). BRUGX has a lower initial minimum investment than VVIAX: BRUGX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 6.23 vs. BRUGX (-1.80). VVIAX return over 5 years is better than : 71.90 vs. BRUGX (41.27).
| BRUGX | VVIAX | BRUGX / VVIAX | |
| Total Expense Ratio | 1.49 | 0.05 | 2,980% |
| Annual Report Gross Expense Ratio | 1.60 | 0.05 | 3,200% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 7.314 | 5.108 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 195B | 0% |
| Annual Yield % from dividends | 0.68 | 2.18 | 31% |
| Returns for 1 year | -1.80 | 6.23 | -29% |
| Returns for 3 years | 21.43 | 35.74 | 60% |
| Returns for 5 years | 41.27 | 71.90 | 57% |
| Returns for 10 years | N/A | 109.41 | - |
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