BRUGX
Price
$16.47
Change
-$0.04 (-0.24%)
Updated
Sep 3 closing price
Net Assets
311.65M
RMFEX
Price
$60.51
Change
-$0.10 (-0.16%)
Updated
Sep 3 closing price
Net Assets
109.45B
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BRUGX vs RMFEX

Header iconBRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEXBanner chart's image
MFS Blended Research Value Equity C
Price$16.47
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets311.65M
American Funds American Mutual R4
Price$60.51
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets109.45B
BRUGX vs RMFEX Comparison Chart in %
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BRUGX vs. RMFEX commentary
Sep 04, 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 Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BRUGX (312M). 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 : 6.82 vs. BRUGX (-0.03). RMFEX return over 5 years is better than : 57.96 vs. BRUGX (39.19).
BRUGXRMFEXBRUGX / RMFEX
Total Expense Ratio1.490.62240%
Annual Report Gross Expense Ratio1.600.62258%
Fund Existence10 years23 years-
Gain YTD9.77411.01489%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets312M109B0%
Annual Yield % from dividends0.661.4944%
Returns for 1 year-0.036.82-0%
Returns for 3 years20.1132.2062%
Returns for 5 years39.1957.9668%
Returns for 10 yearsN/A102.08-
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