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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$14.78
Change-$0.69 (-4.46%)
VolumeN/A
Net Assets290.63M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
BRUGX vs RMFEX Comparison Chart
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BRUGX vs. RMFEX commentary
Apr 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 Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. BRUGX (291M). 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 : 7.10 vs. BRUGX (-4.08). RMFEX return over 5 years is better than : 78.86 vs. BRUGX (67.76).
| 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 | 2.859 | 2.891 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 103B | 0% |
| Annual Yield % from dividends | 0.71 | 1.61 | 44% |
| Returns for 1 year | -4.08 | 7.10 | -57% |
| Returns for 3 years | 3.96 | 12.51 | 32% |
| Returns for 5 years | 67.76 | 78.86 | 86% |
| Returns for 10 years | N/A | 70.99 | - |
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