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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$16.86
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets316.63M
American Funds American Mutual R4
Price$61.70
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets111.09B
BRUGX vs RMFEX Comparison Chart in %
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BRUGX vs. RMFEX 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. BRUGX (317M). RMFEX pays higher dividends than BRUGX: RMFEX (1.49) vs BRUGX (0.66). 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: 48.00 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 : 6.64 vs. BRUGX (0.28). RMFEX return over 5 years is better than : 63.53 vs. BRUGX (45.91).
| 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 | 11.968 | 13.481 | 89% |
| 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 | 1.49 | 44% |
| Returns for 1 year | 0.28 | 6.64 | 4% |
| Returns for 3 years | 32.60 | 45.18 | 72% |
| Returns for 5 years | 45.91 | 63.53 | 72% |
| Returns for 10 years | 78.70 | 105.90 | 74% |
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