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BRUGX vs RMEBX
BRUGX vs RMEBX Comparison
Open Charts BRUGX vs RMEBX
MFS Blended Research Value Equity C
Price$16.86
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets316.63M
American Funds American Mutual R2E
Price$61.67
Change+$0.05 (+0.08%)
VolumeN/A
Net Assets111.09B
BRUGX vs RMEBX Comparison Chart in %
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BRUGX vs. RMEBX commentary
Sep 30, 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 Hold.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 111B vs. BRUGX (317M). RMEBX pays higher dividends than BRUGX: RMEBX (1.09) vs BRUGX (0.66). 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: 48.00 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 : 6.16 vs. BRUGX (0.28). RMEBX return over 5 years is better than : 59.88 vs. BRUGX (45.91).
| 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 | 11.968 | 13.105 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 111B | 0% |
| Annual Yield % from dividends | 0.66 | 1.09 | 61% |
| Returns for 1 year | 0.28 | 6.16 | 5% |
| Returns for 3 years | 32.60 | 43.25 | 75% |
| Returns for 5 years | 45.91 | 59.88 | 77% |
| Returns for 10 years | 78.70 | 96.13 | 82% |
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