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BRUEX vs RMFEX
BRUEX vs RMFEX Comparison
Open Charts BRUEX vs RMFEX
MFS Blended Research Value Equity B
Price$16.87
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets315.21M
American Funds American Mutual R4
Price$61.26
Change-$0.49 (-0.79%)
VolumeN/A
Net Assets111.34B
BRUEX vs RMFEX Comparison Chart in %
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BRUEX vs. RMFEX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. BRUEX (315M). RMFEX pays higher dividends than BRUEX: RMFEX (1.49) vs BRUEX (0.46). 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: 48.00 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 : 6.37 vs. BRUEX (0.85). RMFEX return over 5 years is better than : 64.68 vs. BRUEX (47.27).
| 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 | 11.506 | 12.781 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 111B | 0% |
| Annual Yield % from dividends | 0.46 | 1.49 | 31% |
| Returns for 1 year | 0.85 | 6.37 | 13% |
| Returns for 3 years | 31.71 | 41.82 | 76% |
| Returns for 5 years | 47.27 | 64.68 | 73% |
| Returns for 10 years | 84.05 | 111.22 | 76% |
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