BRUMX
Price
$16.74
Change
+$0.07 (+0.42%)
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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BRUMX vs DODGX

Header iconBRUMX vs DODGX Comparison
Open Charts BRUMX vs DODGXBanner chart's image
MFS Blended Research Value Equity R4
Price$16.74
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets307.49M
Dodge & Cox Stock I
Price$275.35
Change+$0.70 (+0.25%)
VolumeN/A
Net Assets117.42B
BRUMX vs DODGX Comparison Chart in %
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BRUMX vs. DODGX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. BRUMX (307M). 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 : 6.76 vs. BRUMX (2.99). DODGX return over 5 years is better than : 75.02 vs. BRUMX (52.47).
BRUMXDODGXBRUMX / DODGX
Total Expense Ratio0.490.5196%
Annual Report Gross Expense Ratio0.600.51118%
Fund Existence10 years61 years-
Gain YTD9.8437.961124%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets307M117B0%
Annual Yield % from dividends1.591.38116%
Returns for 1 year2.996.7644%
Returns for 3 years24.3430.7779%
Returns for 5 years52.4775.0270%
Returns for 10 yearsN/A62.92-
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