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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$15.04
Change+$0.17 (+1.14%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.06
Change+$0.56 (+1.03%)
VolumeN/A
CapitalizationN/A
BRUGX vs RMFEX Comparison Chart
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BRUGX vs. RMFEX commentary
Dec 24, 2024
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: 102B vs. BRUGX (286M). RMFEX pays higher dividends than BRUGX: RMFEX (1.95) vs BRUGX (0.57). BRUGX was incepted earlier than RMFEX: BRUGX (9 years) vs RMFEX (23 years). BRUGX is a more actively managed with annual turnover of: 51.00 vs. RMFEX (25.00). 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 : 11.46 vs. BRUGX (3.02). RMFEX return over 5 years is better than : 39.98 vs. BRUGX (13.26).
| BRUGX | RMFEX | BRUGX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.328 | 10.279 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 102B | 0% |
| Annual Yield % from dividends | 0.57 | 1.95 | 29% |
| Returns for 1 year | 3.02 | 11.46 | 26% |
| Returns for 3 years | 3.33 | 13.43 | 25% |
| Returns for 5 years | 13.26 | 39.98 | 33% |
| Returns for 10 years | N/A | 65.36 | - |
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