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BRUEX vs RWEBX
BRUEX vs RWEBX Comparison
Open Charts BRUEX vs RWEBX
MFS Blended Research Value Equity B
Price$16.90
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets310.7M
American Funds Washington Mutual R2E
Price$66.32
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets205.87B
BRUEX vs RWEBX Comparison Chart in %
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BRUEX vs. RWEBX commentary
Oct 18, 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 RWEBX is a Hold.
FUNDAMENTALS
Fundamentals
RWEBX has more cash in the bank: 206B vs. BRUEX (311M). RWEBX pays higher dividends than BRUEX: RWEBX (0.76) vs BRUEX (0.46). BRUEX was incepted earlier than RWEBX: BRUEX (10 years) vs RWEBX (11 years). BRUEX (1.44) is less costly to investors than RWEBX (1.06). BRUEX is a more actively managed with annual turnover of: 48.00 vs. RWEBX (29.00). RWEBX has a lower initial minimum investment than BRUEX: RWEBX (250) vs BRUEX (1000). RWEBX annual gain was more profitable for investors over the last year : 2.87 vs. BRUEX (-3.47). RWEBX return over 5 years is better than : 45.28 vs. BRUEX (38.64).
| BRUEX | RWEBX | BRUEX / RWEBX | |
| Total Expense Ratio | 1.39 | 1.06 | 131% |
| Annual Report Gross Expense Ratio | 1.44 | 1.06 | 136% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 10.519 | 8.635 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 206B | 0% |
| Annual Yield % from dividends | 0.46 | 0.76 | 60% |
| Returns for 1 year | -3.47 | 2.87 | -121% |
| Returns for 3 years | 23.30 | 38.22 | 61% |
| Returns for 5 years | 38.64 | 45.28 | 85% |
| Returns for 10 years | 69.21 | 72.74 | 95% |
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