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BRUGX vs VVIAX
BRUGX vs VVIAX Comparison
Open Charts BRUGX vs VVIAX
MFS Blended Research Value Equity C
Price$15.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets296.38M
Vanguard Value Index Adm
Price$66.85
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets188.77B
BRUGX vs VVIAX Comparison Chart
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BRUGX vs. VVIAX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. BRUGX (296M). VVIAX pays higher dividends than BRUGX: VVIAX (2.28) vs BRUGX (0.70). 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 : 6.91 vs. BRUGX (-2.57). VVIAX return over 5 years is better than : 59.00 vs. BRUGX (29.97).
| 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 | 3.258 | 1.452 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 189B | 0% |
| Annual Yield % from dividends | 0.70 | 2.28 | 31% |
| Returns for 1 year | -2.57 | 6.91 | -37% |
| Returns for 3 years | 6.77 | 20.08 | 34% |
| Returns for 5 years | 29.97 | 59.00 | 51% |
| Returns for 10 years | N/A | 103.66 | - |
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