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BRUDX vs RMFEX
BRUDX vs RMFEX Comparison
Open Charts BRUDX vs RMFEX
MFS Blended Research Value Equity A
Price$15.27
Change-$0.41 (-2.61%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
BRUDX vs RMFEX Comparison Chart
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BRUDX vs. RMFEX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. BRUDX (291M). RMFEX pays higher dividends than BRUDX: RMFEX (1.95) vs BRUDX (1.08). BRUDX was incepted earlier than RMFEX: BRUDX (9 years) vs RMFEX (22 years). BRUDX is a more actively managed with annual turnover of: 51.00 vs. RMFEX (25.00). 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 : 9.76 vs. BRUDX (6.55). RMFEX return over 5 years is better than : 38.66 vs. BRUDX (20.47).
| BRUDX | RMFEX | BRUDX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 5.353 | 9.238 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 98.7B | 0% |
| Annual Yield % from dividends | 1.08 | 1.95 | 55% |
| Returns for 1 year | 6.55 | 9.76 | 67% |
| Returns for 3 years | 7.71 | 12.60 | 61% |
| Returns for 5 years | 20.47 | 38.66 | 53% |
| Returns for 10 years | N/A | 64.15 | - |
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