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BRUDX vs RMFEX
BRUDX vs RMFEX Comparison
Open Charts BRUDX vs RMFEX
MFS Blended Research Value Equity A
Price$16.95
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets308.89M
American Funds American Mutual R4
Price$61.42
Change+$0.09 (+0.15%)
VolumeN/A
Net Assets109.8B
BRUDX vs RMFEX Comparison Chart in %
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BRUDX vs. RMFEX commentary
Nov 20, 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: 110B vs. BRUDX (309M). RMFEX pays higher dividends than BRUDX: RMFEX (1.46) vs BRUDX (1.30). BRUDX was incepted earlier than RMFEX: BRUDX (10 years) vs RMFEX (23 years). BRUDX (0.69) is less costly to investors than RMFEX (0.62). BRUDX is a more actively managed with annual turnover of: 48.00 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 : 6.34 vs. BRUDX (-2.85). RMFEX return over 5 years is better than : 55.02 vs. BRUDX (35.41).
| BRUDX | RMFEX | BRUDX / RMFEX | |
| Total Expense Ratio | 0.64 | 0.62 | 103% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 10.280 | 13.076 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 110B | 0% |
| Annual Yield % from dividends | 1.30 | 1.46 | 89% |
| Returns for 1 year | -2.85 | 6.34 | -45% |
| Returns for 3 years | 15.50 | 29.13 | 53% |
| Returns for 5 years | 35.41 | 55.02 | 64% |
| Returns for 10 years | 75.48 | 92.11 | 82% |
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