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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$17.55
Change+$0.13 (+0.75%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$59.70
Change+$0.36 (+0.61%)
VolumeN/A
CapitalizationN/A
BRUGX vs RMFEX Comparison Chart
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BRUGX vs. RMFEX commentary
Nov 23, 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 StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. BRUGX (298M). RMFEX pays higher dividends than BRUGX: RMFEX (1.95) vs BRUGX (0.57). BRUGX was incepted earlier than RMFEX: BRUGX (9 years) vs RMFEX (22 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). BRUGX annual gain was more profitable for investors over the last year : 24.56 vs. RMFEX (22.90). RMFEX return over 5 years is better than : 51.27 vs. BRUGX (34.91).
| BRUGX | RMFEX | BRUGX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 18.581 | 18.965 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 105B | 0% |
| Annual Yield % from dividends | 0.57 | 1.95 | 29% |
| Returns for 1 year | 24.56 | 22.90 | 107% |
| Returns for 3 years | 5.61 | 18.52 | 30% |
| Returns for 5 years | 34.91 | 51.27 | 68% |
| Returns for 10 years | N/A | 73.51 | - |
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