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BRUKX vs RMEBX
BRUKX vs RMEBX Comparison
Open Charts BRUKX vs RMEBX
MFS Blended Research Value Equity R2
Price$14.94
Change-$0.69 (-4.41%)
VolumeN/A
Net Assets290.63M
American Funds American Mutual R2E
Price$54.45
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
BRUKX vs RMEBX Comparison Chart
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BRUKX vs. RMEBX commentary
Apr 05, 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 BRUKX is a Hold and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. BRUKX (291M). BRUKX (1.19) and RMEBX (1.18) have matching dividends . BRUKX was incepted earlier than RMEBX: BRUKX (10 years) vs RMEBX (11 years). BRUKX (1.10) and RMEBX (1.07) have similar cost to investors . BRUKX is a more actively managed with annual turnover of: 55.00 vs. RMEBX (31.00). BRUKX has a lower initial minimum investment than RMEBX: BRUKX (0) vs RMEBX (250). RMEBX annual gain was more profitable for investors over the last year : 6.63 vs. BRUKX (-3.58). RMEBX (74.87) and BRUKX (72.75) have equivalent 5 years return.
| BRUKX | RMEBX | BRUKX / RMEBX | |
| Total Expense Ratio | 0.99 | 1.07 | 93% |
| Annual Report Gross Expense Ratio | 1.10 | 1.07 | 103% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 2.964 | 2.774 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 103B | 0% |
| Annual Yield % from dividends | 1.19 | 1.18 | 101% |
| Returns for 1 year | -3.58 | 6.63 | -54% |
| Returns for 3 years | 5.96 | 11.00 | 54% |
| Returns for 5 years | 72.75 | 74.87 | 97% |
| Returns for 10 years | N/A | 63.22 | - |
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