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BRUHX vs RMFEX
BRUHX vs RMFEX Comparison
Open Charts BRUHX vs RMFEX
MFS Blended Research Value Equity I
Price$15.00
Change-$0.69 (-4.40%)
VolumeN/A
Net Assets290.63M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
BRUHX vs RMFEX Comparison Chart
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BRUHX vs. RMFEX commentary
Apr 05, 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 BRUHX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. BRUHX (291M). BRUHX (1.66) and RMFEX (1.61) have matching dividends . BRUHX was incepted earlier than RMFEX: BRUHX (10 years) vs RMFEX (23 years). RMFEX (0.62) and BRUHX (0.60) have similar cost to investors . BRUHX is a more actively managed with annual turnover of: 55.00 vs. RMFEX (31.00). BRUHX has a lower initial minimum investment than RMFEX: BRUHX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. BRUHX (-3.06). RMFEX (78.86) and BRUHX (75.19) have equivalent 5 years return.
| BRUHX | RMFEX | BRUHX / RMFEX | |
| Total Expense Ratio | 0.49 | 0.62 | 79% |
| Annual Report Gross Expense Ratio | 0.60 | 0.62 | 97% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 3.156 | 2.891 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 103B | 0% |
| Annual Yield % from dividends | 1.66 | 1.61 | 103% |
| Returns for 1 year | -3.06 | 7.10 | -43% |
| Returns for 3 years | 6.34 | 12.51 | 51% |
| Returns for 5 years | 75.19 | 78.86 | 95% |
| Returns for 10 years | N/A | 70.99 | - |
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