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BRUDX vs RMFEX
BRUDX vs RMFEX Comparison
Open Charts BRUDX vs RMFEX
MFS Blended Research Value Equity A
Price$16.58
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets302.41M
American Funds American Mutual R4
Price$59.78
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets108.92B
BRUDX vs RMFEX Comparison Chart in %
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BRUDX vs. RMFEX commentary
Jul 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BRUDX (302M). RMFEX pays higher dividends than BRUDX: RMFEX (1.53) vs BRUDX (1.35). BRUDX was incepted earlier than RMFEX: BRUDX (10 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 : 8.56 vs. BRUDX (-0.89). RMFEX return over 5 years is better than : 59.61 vs. BRUDX (46.29).
| BRUDX | RMFEX | BRUDX / RMFEX | |
| Total Expense Ratio | 0.74 | 0.62 | 119% |
| Annual Report Gross Expense Ratio | 0.85 | 0.62 | 137% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 7.742 | 9.748 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 109B | 0% |
| Annual Yield % from dividends | 1.35 | 1.53 | 88% |
| Returns for 1 year | -0.89 | 8.56 | -10% |
| Returns for 3 years | 23.69 | 33.00 | 72% |
| Returns for 5 years | 46.29 | 59.61 | 78% |
| Returns for 10 years | N/A | 82.98 | - |
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