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BRUEX vs RMFEX
BRUEX vs RMFEX Comparison
Open Charts BRUEX vs RMFEX
MFS Blended Research Value Equity B
Price$15.95
Change+$0.12 (+0.76%)
VolumeN/A
Net Assets299.71M
American Funds American Mutual R4
Price$57.19
Change+$0.51 (+0.90%)
VolumeN/A
Net Assets104.41B
BRUEX vs RMFEX Comparison Chart
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BRUEX vs. RMFEX commentary
Jan 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 BRUEX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. BRUEX (300M). RMFEX pays higher dividends than BRUEX: RMFEX (1.95) vs BRUEX (0.00). BRUEX was incepted earlier than RMFEX: BRUEX (9 years) vs RMFEX (23 years). BRUEX is a more actively managed with annual turnover of: 51.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than BRUEX: RMFEX (250) vs BRUEX (1000). RMFEX annual gain was more profitable for investors over the last year : 12.66 vs. BRUEX (6.40). RMFEX return over 5 years is better than : 42.55 vs. BRUEX (17.95).
| BRUEX | RMFEX | BRUEX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.076 | 3.205 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 104B | 0% |
| Annual Yield % from dividends | 0.00 | 1.95 | - |
| Returns for 1 year | 6.40 | 12.66 | 51% |
| Returns for 3 years | 8.29 | 17.39 | 48% |
| Returns for 5 years | 17.95 | 42.55 | 42% |
| Returns for 10 years | N/A | 71.65 | - |
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