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BRUGX vs DODGX
BRUGX vs DODGX Comparison
Open Charts BRUGX vs DODGX
MFS Blended Research Value Equity C
Price$15.60
Change-$0.19 (-1.20%)
VolumeN/A
Net Assets297.09M
BRUGX vs DODGX Comparison Chart
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BRUGX vs. DODGX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. BRUGX (297M). DODGX pays higher dividends than BRUGX: DODGX (1.40) vs BRUGX (0.70). BRUGX was incepted earlier than DODGX: BRUGX (10 years) vs DODGX (60 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 : 5.93 vs. BRUGX (-1.45). DODGX return over 5 years is better than : 72.42 vs. BRUGX (41.10).
| BRUGX | DODGX | BRUGX / DODGX | |
| Total Expense Ratio | 1.49 | 0.51 | 292% |
| Annual Report Gross Expense Ratio | 1.60 | 0.51 | 314% |
| Fund Existence | 10 years | 60 years | - |
| Gain YTD | 3.723 | 3.642 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 114B | 0% |
| Annual Yield % from dividends | 0.70 | 1.40 | 50% |
| Returns for 1 year | -1.45 | 5.93 | -24% |
| Returns for 3 years | 17.45 | 28.15 | 62% |
| Returns for 5 years | 41.10 | 72.42 | 57% |
| Returns for 10 years | N/A | 53.93 | - |
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