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BRUGX vs VVIAX
BRUGX vs VVIAX Comparison
Open Charts BRUGX vs VVIAX
MFS Blended Research Value Equity C
Price$14.78
Change-$0.69 (-4.46%)
VolumeN/A
Net Assets290.63M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
BRUGX vs VVIAX Comparison Chart
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BRUGX vs. VVIAX commentary
Apr 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. BRUGX (291M). 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 : 7.67 vs. BRUGX (-4.08). VVIAX return over 5 years is better than : 101.69 vs. BRUGX (67.76).
| 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 | 24 years | - |
| Gain YTD | 2.859 | 2.421 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 195B | 0% |
| Annual Yield % from dividends | 0.71 | 2.26 | 31% |
| Returns for 1 year | -4.08 | 7.67 | -53% |
| Returns for 3 years | 3.96 | 17.36 | 23% |
| Returns for 5 years | 67.76 | 101.69 | 67% |
| Returns for 10 years | N/A | 106.86 | - |