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BRUEX vs RMFEX
BRUEX vs RMFEX Comparison
Open Charts BRUEX vs RMFEX
MFS Blended Research Value Equity B
Price$16.35
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets302.83M
American Funds American Mutual R4
Price$59.78
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets108.83B
BRUEX vs RMFEX Comparison Chart in %
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BRUEX vs. RMFEX commentary
Jul 21, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BRUEX (303M). RMFEX pays higher dividends than BRUEX: RMFEX (1.53) vs BRUEX (0.48). 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 : 9.27 vs. BRUEX (-0.67). RMFEX return over 5 years is better than : 59.51 vs. BRUEX (41.25).
| 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 | 7.495 | 9.675 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 109B | 0% |
| Annual Yield % from dividends | 0.48 | 1.53 | 31% |
| Returns for 1 year | -0.67 | 9.27 | -7% |
| Returns for 3 years | 18.20 | 30.23 | 60% |
| Returns for 5 years | 41.25 | 59.51 | 69% |
| Returns for 10 years | N/A | 83.90 | - |
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