Interact to see
Advertisement
Advertisement
BRUKX vs RMFEX
BRUKX vs RMFEX Comparison
Open Charts BRUKX vs RMFEX
MFS Blended Research Value Equity R2
Price$16.36
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets302.83M
American Funds American Mutual R4
Price$59.78
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets108.83B
BRUKX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUKX vs. RMFEX commentary
Jul 21, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BRUKX (303M). RMFEX pays higher dividends than BRUKX: RMFEX (1.53) vs BRUKX (1.14). 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: 55.00 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 : 9.27 vs. BRUKX (-0.17). RMFEX return over 5 years is better than : 59.51 vs. BRUKX (45.70).
| 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 | 7.773 | 9.675 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 109B | 0% |
| Annual Yield % from dividends | 1.14 | 1.53 | 75% |
| Returns for 1 year | -0.17 | 9.27 | -2% |
| Returns for 3 years | 20.69 | 30.23 | 68% |
| Returns for 5 years | 45.70 | 59.51 | 77% |
| Returns for 10 years | N/A | 83.90 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DVLCX | 22.93 | 0.05 | +0.22% |
| BNY Mellon Opportunistic Midcap Value C | |||
| SWLGX | 128.96 | 0.04 | +0.03% |
| Schwab ® US Large-Cap Growth Idx | |||
| CMLAX | 59.87 | -0.03 | -0.05% |
| American Funds American Mutual 529A | |||
| OAKGX | 36.16 | -0.06 | -0.17% |
| Oakmark Global Investor | |||
| AMAKX | 10.20 | -0.02 | -0.20% |
| American Century Small Cap Dividend R6 | |||