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BRUDX vs RMFEX
BRUDX vs RMFEX Comparison
Open Charts BRUDX vs RMFEX
MFS Blended Research Value Equity A
Price$16.09
Change+$0.17 (+1.07%)
VolumeN/A
Net Assets296.38M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
BRUDX vs RMFEX Comparison Chart
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BRUDX vs. RMFEX commentary
Jun 07, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. BRUDX (296M). RMFEX pays higher dividends than BRUDX: RMFEX (1.58) vs BRUDX (1.40). 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 : 9.37 vs. BRUDX (-1.34). RMFEX return over 5 years is better than : 54.01 vs. BRUDX (34.71).
| 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 | 3.578 | 6.053 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 105B | 0% |
| Annual Yield % from dividends | 1.40 | 1.58 | 88% |
| Returns for 1 year | -1.34 | 9.37 | -14% |
| Returns for 3 years | 7.56 | 18.90 | 40% |
| Returns for 5 years | 34.71 | 54.01 | 64% |
| Returns for 10 years | N/A | 77.06 | - |
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