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BRUJX vs RMFEX
BRUJX vs RMFEX Comparison
Open Charts BRUJX vs RMFEX
MFS Blended Research Value Equity R1
Price$15.82
Change+$0.17 (+1.09%)
VolumeN/A
Net Assets299.74M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
BRUJX vs RMFEX Comparison Chart
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BRUJX vs. RMFEX commentary
Jun 08, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. BRUJX (300M). RMFEX pays higher dividends than BRUJX: RMFEX (1.58) vs BRUJX (1.42). 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 : 9.37 vs. BRUJX (-1.48). RMFEX return over 5 years is better than : 54.01 vs. BRUJX (34.40).
| 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 | 3.574 | 6.053 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 105B | 0% |
| Annual Yield % from dividends | 1.42 | 1.58 | 90% |
| Returns for 1 year | -1.48 | 9.37 | -16% |
| Returns for 3 years | 8.37 | 18.90 | 44% |
| Returns for 5 years | 34.40 | 54.01 | 64% |
| Returns for 10 years | N/A | 77.06 | - |
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