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BRUDX vs RMFEX
BRUDX vs RMFEX Comparison
Open Charts BRUDX vs RMFEX
MFS Blended Research Value Equity A
Price$17.33
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets316.61M
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
BRUDX vs RMFEX Comparison Chart in %
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BRUDX vs. RMFEX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. BRUDX (317M). RMFEX pays higher dividends than BRUDX: RMFEX (1.46) vs BRUDX (1.29). 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: 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 : 8.45 vs. BRUDX (2.09). RMFEX return over 5 years is better than : 61.73 vs. BRUDX (46.40).
| 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 | 13.208 | 15.028 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 113B | 0% |
| Annual Yield % from dividends | 1.29 | 1.46 | 88% |
| Returns for 1 year | 2.09 | 8.45 | 25% |
| Returns for 3 years | 32.27 | 44.96 | 72% |
| Returns for 5 years | 46.40 | 61.73 | 75% |
| Returns for 10 years | 83.98 | 101.65 | 83% |
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