BRUGX
Price
$16.34
Change
+$0.09 (+0.55%)
Updated
Jul 3 closing price
Net Assets
308.53M
DODGX
Price
$274.55
Change
+$1.07 (+0.39%)
Updated
Jul 3 closing price
Net Assets
113.58B
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BRUGX vs DODGX

Header iconBRUGX vs DODGX Comparison
Open Charts BRUGX vs DODGXBanner chart's image
MFS Blended Research Value Equity C
Price$16.34
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets308.53M
Dodge & Cox Stock I
Price$274.55
Change+$1.07 (+0.39%)
VolumeN/A
Net Assets113.58B
BRUGX vs DODGX Comparison Chart in %
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BRUGX vs. DODGX commentary
Jul 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 DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. BRUGX (309M). DODGX pays higher dividends than BRUGX: DODGX (1.38) vs BRUGX (0.68). BRUGX was incepted earlier than DODGX: BRUGX (10 years) vs DODGX (61 years). BRUGX (1.60) is less costly to investors than DODGX (0.51). BRUGX is a more actively managed with annual turnover of: 55.00 vs. DODGX (15.00). BRUGX has a lower initial minimum investment than DODGX: BRUGX (1000) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. BRUGX (2.77). DODGX return over 5 years is better than : 79.15 vs. BRUGX (48.45).
BRUGXDODGXBRUGX / DODGX
Total Expense Ratio1.490.51292%
Annual Report Gross Expense Ratio1.600.51314%
Fund Existence10 years61 years-
Gain YTD8.6447.647113%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets309M114B0%
Annual Yield % from dividends0.681.3849%
Returns for 1 year2.778.3333%
Returns for 3 years21.0531.9366%
Returns for 5 years48.4579.1561%
Returns for 10 yearsN/A63.83-
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