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BRWTX vs VIGIX
BRWTX vs VIGIX Comparison
Open Charts BRWTX vs VIGIX
MFS Blended Research Growth Eq R3
Price$22.91
Change+$0.22 (+0.97%)
VolumeN/A
Net Assets387.59M
Vanguard Growth Index Institutional
Price$194.24
Change+$1.58 (+0.82%)
VolumeN/A
Net Assets282.6B
BRWTX vs VIGIX Comparison Chart
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BRWTX vs. VIGIX 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 BRWTX is a Hold and VIGIX is a Buy.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 283B vs. BRWTX (388M). VIGIX pays higher dividends than BRWTX: VIGIX (0.52) vs BRWTX (0.14). BRWTX was incepted earlier than VIGIX: BRWTX (10 years) vs VIGIX (27 years). BRWTX (0.85) is less costly to investors than VIGIX (0.04). BRWTX is a more actively managed with annual turnover of: 48.00 vs. VIGIX (5.00). BRWTX has a lower initial minimum investment than VIGIX: BRWTX (0) vs VIGIX (5000000). VIGIX annual gain was more profitable for investors over the last year : 9.53 vs. BRWTX (4.93). VIGIX return over 5 years is better than : 149.25 vs. BRWTX (84.68).
| BRWTX | VIGIX | BRWTX / VIGIX | |
| Total Expense Ratio | 0.74 | 0.04 | 1,850% |
| Annual Report Gross Expense Ratio | 0.85 | 0.04 | 2,125% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | -8.579 | -8.791 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 388M | 283B | 0% |
| Annual Yield % from dividends | 0.14 | 0.52 | 27% |
| Returns for 1 year | 4.93 | 9.53 | 52% |
| Returns for 3 years | 26.28 | 29.77 | 88% |
| Returns for 5 years | 84.68 | 149.25 | 57% |
| Returns for 10 years | N/A | 249.53 | - |
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