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BRUDX vs RMFEX
BRUDX vs RMFEX Comparison
Open Charts BRUDX vs RMFEX
MFS Blended Research Value Equity A
Price$15.42
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets283.15M
American Funds American Mutual R4
Price$55.24
Change-$0.34 (-0.61%)
VolumeN/A
Net Assets101.27B
BRUDX vs RMFEX Comparison Chart
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BRUDX vs. RMFEX commentary
Mar 13, 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 BRUDX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. BRUDX (283M). RMFEX pays higher dividends than BRUDX: RMFEX (1.56) vs BRUDX (1.37). BRUDX was incepted earlier than RMFEX: BRUDX (9 years) vs RMFEX (23 years). BRUDX (0.85) is less costly to investors than RMFEX (0.62). BRUDX is a more actively managed with annual turnover of: 55.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BRUDX: RMFEX (250) vs BRUDX (1000). RMFEX annual gain was more profitable for investors over the last year : 5.96 vs. BRUDX (-2.76). RMFEX return over 5 years is better than : 79.76 vs. BRUDX (65.91).
| BRUDX | RMFEX | BRUDX / RMFEX | |
| Total Expense Ratio | 0.74 | 0.62 | 119% |
| Annual Report Gross Expense Ratio | 0.85 | 0.62 | 137% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 0.586 | 1.202 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283M | 101B | 0% |
| Annual Yield % from dividends | 1.37 | 1.56 | 88% |
| Returns for 1 year | -2.76 | 5.96 | -46% |
| Returns for 3 years | 9.04 | 16.73 | 54% |
| Returns for 5 years | 65.91 | 79.76 | 83% |
| Returns for 10 years | N/A | 71.23 | - |