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BRUGX vs RMEBX
BRUGX vs RMEBX Comparison
Open Charts BRUGX vs RMEBX
MFS Blended Research Value Equity C
Price$15.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets296.26M
American Funds American Mutual R2E
Price$57.54
Change-$0.03 (-0.05%)
VolumeN/A
Net Assets105.15B
BRUGX vs RMEBX Comparison Chart in %
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BRUGX vs. RMEBX commentary
Jun 23, 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 Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. BRUGX (296M). RMEBX pays higher dividends than BRUGX: RMEBX (1.16) vs BRUGX (0.70). 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 : 6.94 vs. BRUGX (-2.12). RMEBX return over 5 years is better than : 55.69 vs. BRUGX (39.81).
| 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 | 3.856 | 5.374 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 105B | 0% |
| Annual Yield % from dividends | 0.70 | 1.16 | 61% |
| Returns for 1 year | -2.12 | 6.94 | -31% |
| Returns for 3 years | 17.87 | 27.03 | 66% |
| Returns for 5 years | 39.81 | 55.69 | 71% |
| Returns for 10 years | N/A | 66.18 | - |