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BRUGX vs RMEBX
BRUGX vs RMEBX Comparison
Open Charts BRUGX vs RMEBX
MFS Blended Research Value Equity C
Price$14.78
Change-$0.69 (-4.46%)
VolumeN/A
Net Assets290.63M
American Funds American Mutual R2E
Price$54.45
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
BRUGX vs RMEBX Comparison Chart
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BRUGX vs. RMEBX commentary
Apr 04, 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 BRUGX is a Hold and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. BRUGX (291M). RMEBX pays higher dividends than BRUGX: RMEBX (1.18) vs BRUGX (0.71). BRUGX was incepted earlier than RMEBX: BRUGX (10 years) vs RMEBX (11 years). BRUGX (1.60) is less costly to investors than RMEBX (1.07). BRUGX is a more actively managed with annual turnover of: 55.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than BRUGX: RMEBX (250) vs BRUGX (1000). RMEBX annual gain was more profitable for investors over the last year : 6.63 vs. BRUGX (-4.08). RMEBX return over 5 years is better than : 74.87 vs. BRUGX (67.76).
| BRUGX | RMEBX | BRUGX / RMEBX | |
| Total Expense Ratio | 1.49 | 1.07 | 139% |
| Annual Report Gross Expense Ratio | 1.60 | 1.07 | 150% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 2.859 | 2.774 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 103B | 0% |
| Annual Yield % from dividends | 0.71 | 1.18 | 60% |
| Returns for 1 year | -4.08 | 6.63 | -62% |
| Returns for 3 years | 3.96 | 11.00 | 36% |
| Returns for 5 years | 67.76 | 74.87 | 91% |
| Returns for 10 years | N/A | 63.22 | - |
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