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BRUGX vs RMFCX
BRUGX vs RMFCX Comparison
Open Charts BRUGX vs RMFCX
MFS Blended Research Value Equity C
Price$16.86
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets316.63M
American Funds American Mutual R3
Price$61.32
Change+$0.05 (+0.08%)
VolumeN/A
Net Assets111.09B
BRUGX vs RMFCX Comparison Chart in %
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BRUGX vs. RMFCX 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 RMFCX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 111B vs. BRUGX (317M). RMFCX pays higher dividends than BRUGX: RMFCX (1.24) vs BRUGX (0.66). BRUGX was incepted earlier than RMFCX: BRUGX (10 years) vs RMFCX (23 years). BRUGX (1.60) is less costly to investors than RMFCX (0.91). BRUGX is a more actively managed with annual turnover of: 48.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than BRUGX: RMFCX (250) vs BRUGX (1000). RMFCX annual gain was more profitable for investors over the last year : 6.32 vs. BRUGX (0.28). RMFCX return over 5 years is better than : 61.02 vs. BRUGX (45.91).
| BRUGX | RMFCX | BRUGX / RMFCX | |
| Total Expense Ratio | 1.49 | 0.91 | 164% |
| Annual Report Gross Expense Ratio | 1.60 | 0.91 | 176% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 11.968 | 13.245 | 90% |
| 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 | 1.24 | 53% |
| Returns for 1 year | 0.28 | 6.32 | 4% |
| Returns for 3 years | 32.60 | 43.85 | 74% |
| Returns for 5 years | 45.91 | 61.02 | 75% |
| Returns for 10 years | 78.70 | 97.97 | 80% |
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