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BRULX vs DODGX
BRULX vs DODGX Comparison
Open Charts BRULX vs DODGX
MFS Blended Research Value Equity R3
Price$15.81
Change-$0.19 (-1.19%)
VolumeN/A
Net Assets297.09M
BRULX vs DODGX Comparison Chart
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BRULX 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 BRULX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. BRULX (297M). BRULX (1.41) and DODGX (1.40) have matching dividends . BRULX was incepted earlier than DODGX: BRULX (10 years) vs DODGX (60 years). BRULX (0.85) is less costly to investors than DODGX (0.51). BRULX is a more actively managed with annual turnover of: 55.00 vs. DODGX (15.00). BRULX has a lower initial minimum investment than DODGX: BRULX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 5.93 vs. BRULX (-0.60). DODGX return over 5 years is better than : 72.42 vs. BRULX (47.15).
| BRULX | DODGX | BRULX / DODGX | |
| Total Expense Ratio | 0.74 | 0.51 | 145% |
| Annual Report Gross Expense Ratio | 0.85 | 0.51 | 167% |
| Fund Existence | 10 years | 60 years | - |
| Gain YTD | 4.082 | 3.642 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 297M | 114B | 0% |
| Annual Yield % from dividends | 1.41 | 1.40 | 101% |
| Returns for 1 year | -0.60 | 5.93 | -10% |
| Returns for 3 years | 20.72 | 28.15 | 74% |
| Returns for 5 years | 47.15 | 72.42 | 65% |
| Returns for 10 years | N/A | 53.93 | - |
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