BRUKX
Price
$16.82
Change
+$0.15 (+0.90%)
Updated
Sep 4 closing price
Net Assets
312.31M
DODGX
Price
$277.98
Change
-$0.58 (-0.21%)
Updated
Sep 5 closing price
Net Assets
116.17B
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BRUKX vs DODGX

Header iconBRUKX vs DODGX Comparison
Open Charts BRUKX vs DODGXBanner chart's image
MFS Blended Research Value Equity R2
Price$16.82
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets312.31M
Dodge & Cox Stock I
Price$277.98
Change-$0.58 (-0.21%)
VolumeN/A
Net Assets116.17B
BRUKX vs DODGX Comparison Chart in %
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BRUKX 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 BRUKX is a Buy and DODGX is a Buy.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 116B vs. BRUKX (312M). DODGX pays higher dividends than BRUKX: DODGX (1.34) vs BRUKX (1.11). BRUKX was incepted earlier than DODGX: BRUKX (10 years) vs DODGX (61 years). BRUKX (1.10) is less costly to investors than DODGX (0.51). BRUKX is a more actively managed with annual turnover of: 48.00 vs. DODGX (15.00). BRUKX has a lower initial minimum investment than DODGX: BRUKX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.19 vs. BRUKX (2.14). DODGX return over 5 years is better than : 69.07 vs. BRUKX (44.31).
BRUKXDODGXBRUKX / DODGX
Total Expense Ratio0.990.51194%
Annual Report Gross Expense Ratio1.100.51216%
Fund Existence10 years61 years-
Gain YTD10.8048.992120%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets312M116B0%
Annual Yield % from dividends1.111.3483%
Returns for 1 year2.145.1941%
Returns for 3 years23.9133.8971%
Returns for 5 years44.3169.0764%
Returns for 10 yearsN/A76.03-
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