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BRUEX vs RMFEX
BRUEX vs RMFEX Comparison
Open Charts BRUEX vs RMFEX
MFS Blended Research Value Equity B
Price$14.01
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets261.91M
American Funds American Mutual R4
Price$51.05
Change-$0.38 (-0.74%)
VolumeN/A
Net Assets93.86B
BRUEX vs RMFEX Comparison Chart
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BRUEX vs. RMFEX commentary
Apr 08, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 93.9B vs. BRUEX (262M). RMFEX pays higher dividends than BRUEX: RMFEX (1.61) vs BRUEX (0.50). BRUEX was incepted earlier than RMFEX: BRUEX (10 years) vs RMFEX (23 years). BRUEX (1.60) is less costly to investors than RMFEX (0.62). BRUEX is a more actively managed with annual turnover of: 55.00 vs. RMFEX (31.00). 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 : -2.89 vs. BRUEX (-13.89). RMFEX return over 5 years is better than : 51.27 vs. BRUEX (33.87).
| BRUEX | RMFEX | BRUEX / RMFEX | |
| Total Expense Ratio | 1.49 | 0.62 | 240% |
| Annual Report Gross Expense Ratio | 1.60 | 0.62 | 258% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -7.890 | -6.687 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262M | 93.9B | 0% |
| Annual Yield % from dividends | 0.50 | 1.61 | 31% |
| Returns for 1 year | -13.89 | -2.89 | 481% |
| Returns for 3 years | -7.44 | 1.29 | -577% |
| Returns for 5 years | 33.87 | 51.27 | 66% |
| Returns for 10 years | N/A | 53.46 | - |
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