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BRUGX vs VVIAX
BRUGX vs VVIAX Comparison
Open Charts BRUGX vs VVIAX
MFS Blended Research Value Equity C
Price$15.67
Change-$0.19 (-1.20%)
VolumeN/A
Net Assets293.48M
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
BRUGX vs VVIAX Comparison Chart
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BRUGX vs. VVIAX commentary
Feb 23, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. BRUGX (293M). VVIAX pays higher dividends than BRUGX: VVIAX (2.36) vs BRUGX (0.57). BRUGX was incepted earlier than VVIAX: BRUGX (9 years) vs VVIAX (24 years). BRUGX is a more actively managed with annual turnover of: 51.00 vs. VVIAX (10.00). 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 : 13.46 vs. BRUGX (1.87). VVIAX return over 5 years is better than : 47.22 vs. BRUGX (17.66).
| BRUGX | VVIAX | BRUGX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 4.189 | 4.164 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 193B | 0% |
| Annual Yield % from dividends | 0.57 | 2.36 | 24% |
| Returns for 1 year | 1.87 | 13.46 | 14% |
| Returns for 3 years | 9.14 | 23.94 | 38% |
| Returns for 5 years | 17.66 | 47.22 | 37% |
| Returns for 10 years | N/A | 105.55 | - |
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