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BRUKX vs RMFEX
BRUKX vs RMFEX Comparison
Open Charts BRUKX vs RMFEX
MFS Blended Research Value Equity R2
Price$16.82
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets312.31M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.34B
BRUKX vs RMFEX Comparison Chart in %
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BRUKX vs. RMFEX commentary
Sep 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BRUKX (312M). RMFEX pays higher dividends than BRUKX: RMFEX (1.49) vs BRUKX (1.11). BRUKX was incepted earlier than RMFEX: BRUKX (10 years) vs RMFEX (23 years). BRUKX (1.10) is less costly to investors than RMFEX (0.62). BRUKX is a more actively managed with annual turnover of: 48.00 vs. RMFEX (31.00). BRUKX has a lower initial minimum investment than RMFEX: BRUKX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.95 vs. BRUKX (2.14). RMFEX return over 5 years is better than : 58.69 vs. BRUKX (44.31).
| BRUKX | RMFEX | BRUKX / RMFEX | |
| Total Expense Ratio | 0.99 | 0.62 | 160% |
| Annual Report Gross Expense Ratio | 1.10 | 0.62 | 177% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 10.804 | 11.527 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 109B | 0% |
| Annual Yield % from dividends | 1.11 | 1.49 | 74% |
| Returns for 1 year | 2.14 | 7.95 | 27% |
| Returns for 3 years | 23.91 | 33.26 | 72% |
| Returns for 5 years | 44.31 | 58.69 | 75% |
| Returns for 10 years | N/A | 98.39 | - |
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