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BRUMX vs DODGX
BRUMX vs DODGX Comparison
Open Charts BRUMX vs DODGX
MFS Blended Research Value Equity R4
Price$16.64
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets308.53M
BRUMX vs DODGX Comparison Chart in %
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BRUMX vs. DODGX commentary
Jul 06, 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 BRUMX is a Buy and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 114B vs. BRUMX (309M). BRUMX pays higher dividends than DODGX: BRUMX (1.59) vs DODGX (1.38). BRUMX was incepted earlier than DODGX: BRUMX (10 years) vs DODGX (61 years). BRUMX (0.60) is less costly to investors than DODGX (0.51). BRUMX is a more actively managed with annual turnover of: 55.00 vs. DODGX (15.00). BRUMX has a lower initial minimum investment than DODGX: BRUMX (0) vs DODGX (2500). DODGX annual gain was more profitable for investors over the last year : 8.33 vs. BRUMX (3.89). DODGX return over 5 years is better than : 79.15 vs. BRUMX (56.86).
| BRUMX | DODGX | BRUMX / DODGX | |
| Total Expense Ratio | 0.49 | 0.51 | 96% |
| Annual Report Gross Expense Ratio | 0.60 | 0.51 | 118% |
| Fund Existence | 10 years | 61 years | - |
| Gain YTD | 9.186 | 7.647 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 114B | 0% |
| Annual Yield % from dividends | 1.59 | 1.38 | 116% |
| Returns for 1 year | 3.89 | 8.33 | 47% |
| Returns for 3 years | 25.29 | 31.93 | 79% |
| Returns for 5 years | 56.86 | 79.15 | 72% |
| Returns for 10 years | N/A | 63.83 | - |
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