Interact to see
Advertisement
Advertisement
BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$16.16
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets302.41M
American Funds American Mutual R4
Price$59.78
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets108.83B
BRUGX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUGX vs. RMFEX commentary
Jul 20, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BRUGX (302M). RMFEX pays higher dividends than BRUGX: RMFEX (1.53) vs BRUGX (0.68). BRUGX was incepted earlier than RMFEX: BRUGX (10 years) vs RMFEX (23 years). BRUGX (1.60) is less costly to investors than RMFEX (0.62). BRUGX is a more actively managed with annual turnover of: 55.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BRUGX: RMFEX (250) vs BRUGX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.56 vs. BRUGX (-1.80). RMFEX return over 5 years is better than : 59.61 vs. BRUGX (41.27).
| BRUGX | RMFEX | BRUGX / RMFEX | |
| Total Expense Ratio | 1.49 | 0.62 | 240% |
| Annual Report Gross Expense Ratio | 1.60 | 0.62 | 258% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 7.314 | 9.748 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 109B | 0% |
| Annual Yield % from dividends | 0.68 | 1.53 | 44% |
| Returns for 1 year | -1.80 | 8.56 | -21% |
| Returns for 3 years | 21.43 | 33.00 | 65% |
| Returns for 5 years | 41.27 | 59.61 | 69% |
| Returns for 10 years | N/A | 82.98 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement