Interact to see
Advertisement
Advertisement
BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$16.49
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets308.94M
American Funds American Mutual R4
Price$61.33
Change-$0.21 (-0.34%)
VolumeN/A
Net Assets110.19B
BRUGX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUGX vs. RMFEX commentary
Nov 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. BRUGX (309M). RMFEX pays higher dividends than BRUGX: RMFEX (1.46) vs BRUGX (0.65). BRUGX was incepted earlier than RMFEX: BRUGX (10 years) vs RMFEX (23 years). BRUGX (1.44) 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 : 5.93 vs. BRUGX (-4.13). RMFEX return over 5 years is better than : 54.19 vs. BRUGX (30.08).
| BRUGX | RMFEX | BRUGX / RMFEX | |
| Total Expense Ratio | 1.39 | 0.62 | 224% |
| Annual Report Gross Expense Ratio | 1.44 | 0.62 | 232% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 9.641 | 12.910 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 110B | 0% |
| Annual Yield % from dividends | 0.65 | 1.46 | 45% |
| Returns for 1 year | -4.13 | 5.93 | -70% |
| Returns for 3 years | 13.37 | 28.94 | 46% |
| Returns for 5 years | 30.08 | 54.19 | 56% |
| Returns for 10 years | 65.17 | 91.83 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers