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BRUJX vs RMFEX
BRUJX vs RMFEX Comparison
Open Charts BRUJX vs RMFEX
MFS Blended Research Value Equity R1
Price$15.46
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets289.51M
American Funds American Mutual R4
Price$56.11
Change+$0.08 (+0.14%)
VolumeN/A
Net Assets102.3B
BRUJX vs RMFEX Comparison Chart
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BRUJX vs. RMFEX commentary
Apr 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 Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. BRUJX (290M). RMFEX pays higher dividends than BRUJX: RMFEX (1.61) vs BRUJX (1.43). 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 : 5.87 vs. BRUJX (-4.40). RMFEX return over 5 years is better than : 76.76 vs. BRUJX (69.02).
| 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 | 2.316 | 2.562 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 290M | 102B | 0% |
| Annual Yield % from dividends | 1.43 | 1.61 | 89% |
| Returns for 1 year | -4.40 | 5.87 | -75% |
| Returns for 3 years | 5.71 | 12.21 | 47% |
| Returns for 5 years | 69.02 | 76.76 | 90% |
| Returns for 10 years | N/A | 71.51 | - |
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