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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$14.79
Change+$0.16 (+1.09%)
VolumeN/A
Net Assets278.92M
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
BRUGX vs RMFEX Comparison Chart
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BRUGX vs. RMFEX commentary
Apr 25, 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: 97.3B vs. BRUGX (279M). RMFEX pays higher dividends than BRUGX: RMFEX (1.61) vs BRUGX (0.71). 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 : 4.18 vs. BRUGX (-7.11). RMFEX return over 5 years is better than : 56.67 vs. BRUGX (40.86).
| 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 | -2.726 | -1.167 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 97.3B | 0% |
| Annual Yield % from dividends | 0.71 | 1.61 | 44% |
| Returns for 1 year | -7.11 | 4.18 | -170% |
| Returns for 3 years | 0.52 | 10.64 | 5% |
| Returns for 5 years | 40.86 | 56.67 | 72% |
| Returns for 10 years | N/A | 61.98 | - |
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