Interact to see
Advertisement
Advertisement
BRUMX vs DODGX
BRUMX vs DODGX Comparison
Open Charts BRUMX vs DODGX
MFS Blended Research Value Equity R4
Price$15.88
Change-$0.19 (-1.18%)
VolumeN/A
Net Assets297.09M
BRUMX vs DODGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRUMX vs. DODGX commentary
Jun 15, 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 (297M). BRUMX pays higher dividends than DODGX: BRUMX (1.65) vs DODGX (1.40). BRUMX was incepted earlier than DODGX: BRUMX (10 years) vs DODGX (60 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 : 5.93 vs. BRUMX (-0.37). DODGX return over 5 years is better than : 72.42 vs. BRUMX (49.17).
| 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 | 60 years | - |
| Gain YTD | 4.199 | 3.642 | 115% |
| 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 | 1.65 | 1.40 | 118% |
| Returns for 1 year | -0.37 | 5.93 | -6% |
| Returns for 3 years | 21.68 | 28.15 | 77% |
| Returns for 5 years | 49.17 | 72.42 | 68% |
| Returns for 10 years | N/A | 53.93 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers