BRUGX
Price
$14.79
Change
+$0.16 (+1.09%)
Updated
Apr 24 closing price
Net Assets
278.92M
VVIAX
Price
$64.39
Change
+$0.63 (+0.99%)
Updated
Apr 24 closing price
Net Assets
190.51B
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BRUGX vs VVIAX

Header iconBRUGX vs VVIAX Comparison
Open Charts BRUGX vs VVIAXBanner chart's image
MFS Blended Research Value Equity C
Price$14.79
Change+$0.16 (+1.09%)
VolumeN/A
Net Assets278.92M
Vanguard Value Index Adm
Price$64.39
Change+$0.63 (+0.99%)
VolumeN/A
Net Assets190.51B
BRUGX vs VVIAX Comparison Chart
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BRUGX vs. VVIAX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. BRUGX (279M). VVIAX pays higher dividends than BRUGX: VVIAX (2.26) vs BRUGX (0.71). BRUGX was incepted earlier than VVIAX: BRUGX (10 years) vs VVIAX (24 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 (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 : 3.38 vs. BRUGX (-7.11). VVIAX return over 5 years is better than : 69.91 vs. BRUGX (40.86).
BRUGXVVIAXBRUGX / VVIAX
Total Expense Ratio1.490.052,980%
Annual Report Gross Expense Ratio1.600.053,200%
Fund Existence10 years24 years-
Gain YTD-2.726-3.42680%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets279M191B0%
Annual Yield % from dividends0.712.2631%
Returns for 1 year-7.113.38-210%
Returns for 3 years0.5212.734%
Returns for 5 years40.8669.9158%
Returns for 10 yearsN/A92.47-
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