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BRUEX vs RMFEX
BRUEX vs RMFEX Comparison
Open Charts BRUEX vs RMFEX
MFS Blended Research Value Equity B
Price$15.22
Change+$0.17 (+1.13%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.06
Change+$0.56 (+1.03%)
VolumeN/A
CapitalizationN/A
BRUEX vs RMFEX Comparison Chart
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BRUEX vs. RMFEX commentary
Dec 23, 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 BRUEX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. BRUEX (286M). 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 : 11.46 vs. BRUEX (3.13). RMFEX return over 5 years is better than : 39.98 vs. BRUEX (13.16).
| 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 | 2.440 | 10.279 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 102B | 0% |
| Annual Yield % from dividends | 0.00 | 1.95 | - |
| Returns for 1 year | 3.13 | 11.46 | 27% |
| Returns for 3 years | 3.20 | 13.43 | 24% |
| Returns for 5 years | 13.16 | 39.98 | 33% |
| Returns for 10 years | N/A | 65.36 | - |