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BRUJX vs RMFEX
BRUJX vs RMFEX Comparison
Open Charts BRUJX vs RMFEX
MFS Blended Research Value Equity R1
Price$14.89
Change+$0.16 (+1.09%)
VolumeN/A
Net Assets278.92M
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
BRUJX vs RMFEX Comparison Chart
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BRUJX vs. RMFEX commentary
Apr 25, 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: 97.3B vs. BRUJX (279M). 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 : 4.18 vs. BRUJX (-6.40). RMFEX return over 5 years is better than : 56.67 vs. BRUJX (45.54).
| 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 | -2.515 | -1.167 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279M | 97.3B | 0% |
| Annual Yield % from dividends | 1.43 | 1.61 | 89% |
| Returns for 1 year | -6.40 | 4.18 | -153% |
| Returns for 3 years | 3.17 | 10.64 | 30% |
| Returns for 5 years | 45.54 | 56.67 | 80% |
| Returns for 10 years | N/A | 61.98 | - |
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