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BRUJX vs RMFEX
BRUJX vs RMFEX Comparison
Open Charts BRUJX vs RMFEX
MFS Blended Research Value Equity R1
Price$17.74
Change+$0.13 (+0.74%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$59.70
Change+$0.36 (+0.61%)
VolumeN/A
CapitalizationN/A
BRUJX vs RMFEX Comparison Chart
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BRUJX 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 BRUJX is a StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. BRUJX (298M). RMFEX pays higher dividends than BRUJX: RMFEX (1.95) vs BRUJX (1.12). BRUJX was incepted earlier than RMFEX: BRUJX (9 years) vs RMFEX (22 years). BRUJX is a more actively managed with annual turnover of: 51.00 vs. RMFEX (25.00). BRUJX has a lower initial minimum investment than RMFEX: BRUJX (0) vs RMFEX (250). BRUJX annual gain was more profitable for investors over the last year : 25.54 vs. RMFEX (22.90). RMFEX return over 5 years is better than : 51.27 vs. BRUJX (38.92).
| BRUJX | RMFEX | BRUJX / 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 | 19.381 | 18.965 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 105B | 0% |
| Annual Yield % from dividends | 1.12 | 1.95 | 57% |
| Returns for 1 year | 25.54 | 22.90 | 112% |
| Returns for 3 years | 8.40 | 18.52 | 45% |
| Returns for 5 years | 38.92 | 51.27 | 76% |
| Returns for 10 years | N/A | 73.51 | - |
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