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BRUEX vs RMFEX
BRUEX vs RMFEX Comparison
Open Charts BRUEX vs RMFEX
MFS Blended Research Value Equity B
Price$16.18
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets303.02M
American Funds American Mutual R4
Price$58.76
Change+$0.14 (+0.24%)
VolumeN/A
Net Assets107.25B
BRUEX vs RMFEX Comparison Chart in %
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BRUEX vs. RMFEX commentary
Jun 30, 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: 107B vs. BRUEX (303M). RMFEX pays higher dividends than BRUEX: RMFEX (1.58) vs BRUEX (0.49). 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 : 10.28 vs. BRUEX (0.86). RMFEX return over 5 years is better than : 66.81 vs. BRUEX (49.55).
| 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 | 6.377 | 7.803 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 107B | 0% |
| Annual Yield % from dividends | 0.49 | 1.58 | 31% |
| Returns for 1 year | 0.86 | 10.28 | 8% |
| Returns for 3 years | 18.42 | 29.02 | 63% |
| Returns for 5 years | 49.55 | 66.81 | 74% |
| Returns for 10 years | N/A | 83.20 | - |
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