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BRUGX vs DODGX
BRUGX vs DODGX Comparison
Open Charts BRUGX vs DODGX
MFS Blended Research Value Equity C
Price$16.61
Change+$0.14 (+0.85%)
VolumeN/A
Net Assets311.13M
BRUGX vs DODGX Comparison Chart in %
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BRUGX vs. DODGX commentary
Sep 08, 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: 116B vs. BRUGX (311M). DODGX pays higher dividends than BRUGX: DODGX (1.34) vs BRUGX (0.66). 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: 48.00 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 : 5.19 vs. BRUGX (1.18). DODGX return over 5 years is better than : 69.07 vs. BRUGX (39.53).
| 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 | 61 years | - |
| Gain YTD | 10.040 | 8.992 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 116B | 0% |
| Annual Yield % from dividends | 0.66 | 1.34 | 49% |
| Returns for 1 year | 1.18 | 5.19 | 23% |
| Returns for 3 years | 21.10 | 33.89 | 62% |
| Returns for 5 years | 39.53 | 69.07 | 57% |
| Returns for 10 years | N/A | 76.03 | - |
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