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BRUMX vs DODGX
BRUMX vs DODGX Comparison
Open Charts BRUMX vs DODGX
MFS Blended Research Value Equity R4
Price$16.74
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets307.49M
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.
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).
| 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 | 9.843 | 7.961 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 117B | 0% |
| Annual Yield % from dividends | 1.59 | 1.38 | 116% |
| Returns for 1 year | 2.99 | 6.76 | 44% |
| Returns for 3 years | 24.34 | 30.77 | 79% |
| Returns for 5 years | 52.47 | 75.02 | 70% |
| Returns for 10 years | N/A | 62.92 | - |
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