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BRUMX vs DODGX
BRUMX vs DODGX Comparison
Open Charts BRUMX vs DODGX
MFS Blended Research Value Equity R4
Price$16.43
Change-$0.14 (-0.84%)
VolumeN/A
Net Assets301.52M
BRUMX vs DODGX Comparison Chart in %
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BRUMX vs. DODGX commentary
Aug 02, 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 Hold and DODGX is a Buy.
FUNDAMENTALS
Fundamentals
DODGX has more cash in the bank: 117B vs. BRUMX (302M). BRUMX pays higher dividends than DODGX: BRUMX (1.58) vs DODGX (1.39). 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 : 2.65 vs. BRUMX (-1.31). DODGX return over 5 years is better than : 73.33 vs. BRUMX (49.78).
| 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 | 7.808 | 6.369 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 117B | 0% |
| Annual Yield % from dividends | 1.58 | 1.39 | 114% |
| Returns for 1 year | -1.31 | 2.65 | -49% |
| Returns for 3 years | 18.58 | 25.56 | 73% |
| Returns for 5 years | 49.78 | 73.33 | 68% |
| Returns for 10 years | N/A | 60.20 | - |
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