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BRUKX vs RMFEX
BRUKX vs RMFEX Comparison
Open Charts BRUKX vs RMFEX
MFS Blended Research Value Equity R2
Price$15.81
Change-$0.15 (-0.94%)
VolumeN/A
Net Assets295.77M
American Funds American Mutual R4
Price$57.50
Change-$0.33 (-0.57%)
VolumeN/A
Net Assets105.79B
BRUKX vs RMFEX Comparison Chart
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BRUKX vs. RMFEX commentary
Mar 04, 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: 106B vs. BRUKX (296M). 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 : 11.63 vs. BRUKX (3.11). RMFEX return over 5 years is better than : 60.84 vs. BRUKX (40.01).
| 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 | 5.138 | 5.299 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 106B | 0% |
| Annual Yield % from dividends | 0.91 | 1.95 | 46% |
| Returns for 1 year | 3.11 | 11.63 | 27% |
| Returns for 3 years | 13.35 | 20.86 | 64% |
| Returns for 5 years | 40.01 | 60.84 | 66% |
| Returns for 10 years | N/A | 72.99 | - |
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