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BRUDX vs RMFEX
BRUDX vs RMFEX Comparison
Open Charts BRUDX vs RMFEX
MFS Blended Research Value Equity A
Price$16.33
Change+$0.14 (+0.86%)
VolumeN/A
Net Assets299.19M
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
BRUDX vs RMFEX Comparison Chart in %
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BRUDX vs. RMFEX commentary
Jun 28, 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: 106B vs. BRUDX (299M). 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 : 9.98 vs. BRUDX (0.46). RMFEX return over 5 years is better than : 66.41 vs. BRUDX (53.12).
| 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 | 5.335 | 7.546 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 106B | 0% |
| Annual Yield % from dividends | 1.40 | 1.58 | 88% |
| Returns for 1 year | 0.46 | 9.98 | 5% |
| Returns for 3 years | 18.00 | 27.58 | 65% |
| Returns for 5 years | 53.12 | 66.41 | 80% |
| Returns for 10 years | N/A | 82.97 | - |
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