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BRUKX vs RMFCX
BRUKX vs RMFCX Comparison
Open Charts BRUKX vs RMFCX
MFS Blended Research Value Equity R2
Price$17.13
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets316.28M
American Funds American Mutual R3
Price$62.09
Change+$0.24 (+0.39%)
VolumeN/A
Net Assets112.47B
BRUKX vs RMFCX Comparison Chart in %
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BRUKX vs. RMFCX commentary
Oct 06, 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 Buy and RMFCX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 112B vs. BRUKX (316M). RMFCX pays higher dividends than BRUKX: RMFCX (1.20) vs BRUKX (1.09). BRUKX was incepted earlier than RMFCX: BRUKX (10 years) vs RMFCX (23 years). BRUKX (1.10) is less costly to investors than RMFCX (0.91). BRUKX is a more actively managed with annual turnover of: 48.00 vs. RMFCX (31.00). BRUKX has a lower initial minimum investment than RMFCX: BRUKX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 7.91 vs. BRUKX (1.88). RMFCX return over 5 years is better than : 63.49 vs. BRUKX (50.52).
| BRUKX | RMFCX | BRUKX / RMFCX | |
| Total Expense Ratio | 0.99 | 0.91 | 109% |
| Annual Report Gross Expense Ratio | 1.10 | 0.91 | 121% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 12.846 | 14.761 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 112B | 0% |
| Annual Yield % from dividends | 1.09 | 1.20 | 90% |
| Returns for 1 year | 1.88 | 7.91 | 24% |
| Returns for 3 years | 27.84 | 38.55 | 72% |
| Returns for 5 years | 50.52 | 63.49 | 80% |
| Returns for 10 years | 87.19 | 97.36 | 90% |
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