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BRUDX vs RMFEX
BRUDX vs RMFEX Comparison
Open Charts BRUDX vs RMFEX
MFS Blended Research Value Equity A
Price$14.99
Change+$0.16 (+1.08%)
VolumeN/A
Net Assets275.93M
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
BRUDX vs RMFEX Comparison Chart
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BRUDX vs. RMFEX commentary
Apr 24, 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: 96.2B vs. BRUDX (276M). RMFEX pays higher dividends than BRUDX: RMFEX (1.61) vs BRUDX (1.41). 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 : 1.70 vs. BRUDX (-7.24). RMFEX return over 5 years is better than : 52.96 vs. BRUDX (44.45).
| 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 | -3.513 | -3.507 | 100% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 96.2B | 0% |
| Annual Yield % from dividends | 1.41 | 1.61 | 87% |
| Returns for 1 year | -7.24 | 1.70 | -427% |
| Returns for 3 years | 1.60 | 8.21 | 19% |
| Returns for 5 years | 44.45 | 52.96 | 84% |
| Returns for 10 years | N/A | 57.52 | - |