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BRUKX vs RMFEX
BRUKX vs RMFEX Comparison
Open Charts BRUKX vs RMFEX
MFS Blended Research Value Equity R2
Price$16.01
Change+$0.12 (+0.76%)
VolumeN/A
Net Assets299.19M
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
BRUKX vs RMFEX Comparison Chart
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BRUKX vs. RMFEX commentary
Jan 31, 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: 105B vs. BRUKX (299M). RMFEX pays higher dividends than BRUKX: RMFEX (1.95) vs BRUKX (0.91). BRUKX was incepted earlier than RMFEX: BRUKX (9 years) vs RMFEX (23 years). BRUKX is a more actively managed with annual turnover of: 51.00 vs. RMFEX (25.00). 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 : 14.15 vs. BRUKX (7.27). RMFEX return over 5 years is better than : 47.35 vs. BRUKX (26.45).
| BRUKX | RMFEX | BRUKX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.468 | 4.534 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 105B | 0% |
| Annual Yield % from dividends | 0.91 | 1.95 | 46% |
| Returns for 1 year | 7.27 | 14.15 | 51% |
| Returns for 3 years | 9.92 | 17.09 | 58% |
| Returns for 5 years | 26.45 | 47.35 | 56% |
| Returns for 10 years | N/A | 76.58 | - |
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