BRUGX
Price
$16.42
Change
+$0.06 (+0.37%)
Updated
Jul 25 closing price
Net Assets
307.49M
DODGX
Price
$275.35
Change
+$0.70 (+0.25%)
Updated
Jul 25 closing price
Net Assets
117.42B
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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$16.42
Change+$0.06 (+0.37%)
VolumeN/A
Net Assets307.49M
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
BRUGX vs DODGX Comparison Chart in %
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BRUGX vs. DODGX commentary
Jul 28, 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: 117B vs. BRUGX (307M). 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 : 6.76 vs. BRUGX (1.81). DODGX return over 5 years is better than : 75.02 vs. BRUGX (44.21).
BRUGXDODGXBRUGX / DODGX
Total Expense Ratio1.490.51292%
Annual Report Gross Expense Ratio1.600.51314%
Fund Existence10 years61 years-
Gain YTD9.1767.961115%
Front LoadN/AN/A-
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets307M117B0%
Annual Yield % from dividends0.681.3849%
Returns for 1 year1.816.7627%
Returns for 3 years20.0630.7765%
Returns for 5 years44.2175.0259%
Returns for 10 yearsN/A62.92-
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