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BRUJX vs RMFEX
BRUJX vs RMFEX Comparison
Open Charts BRUJX vs RMFEX
MFS Blended Research Value Equity R1
Price$16.07
Change-$0.20 (-1.23%)
VolumeN/A
Net Assets298.06M
American Funds American Mutual R4
Price$59.33
Change-$0.51 (-0.85%)
VolumeN/A
Net Assets107.77B
BRUJX vs RMFEX Comparison Chart in %
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BRUJX vs. RMFEX commentary
Aug 03, 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 BRUJX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. BRUJX (298M). RMFEX pays higher dividends than BRUJX: RMFEX (1.51) vs BRUJX (1.37). BRUJX was incepted earlier than RMFEX: BRUJX (10 years) vs RMFEX (23 years). BRUJX (1.60) is less costly to investors than RMFEX (0.62). BRUJX is a more actively managed with annual turnover of: 55.00 vs. RMFEX (31.00). BRUJX has a lower initial minimum investment than RMFEX: BRUJX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.29 vs. BRUJX (-1.35). RMFEX return over 5 years is better than : 58.61 vs. BRUJX (44.84).
| BRUJX | RMFEX | BRUJX / 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 | 6.353 | 8.849 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 108B | 0% |
| Annual Yield % from dividends | 1.37 | 1.51 | 91% |
| Returns for 1 year | -1.35 | 7.29 | -19% |
| Returns for 3 years | 17.06 | 26.77 | 64% |
| Returns for 5 years | 44.84 | 58.61 | 76% |
| Returns for 10 years | N/A | 83.47 | - |
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