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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$15.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets296.38M
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.22B
BRUGX vs RMFEX Comparison Chart
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BRUGX vs. RMFEX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. BRUGX (296M). RMFEX pays higher dividends than BRUGX: RMFEX (1.58) vs BRUGX (0.70). 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 : 8.80 vs. BRUGX (-2.57). RMFEX return over 5 years is better than : 53.30 vs. BRUGX (29.97).
| 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 | 3.258 | 5.559 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 105B | 0% |
| Annual Yield % from dividends | 0.70 | 1.58 | 44% |
| Returns for 1 year | -2.57 | 8.80 | -29% |
| Returns for 3 years | 6.77 | 19.58 | 35% |
| Returns for 5 years | 29.97 | 53.30 | 56% |
| Returns for 10 years | N/A | 76.28 | - |
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