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BRUKX vs RMFEX
BRUKX vs RMFEX Comparison
Open Charts BRUKX vs RMFEX
MFS Blended Research Value Equity R2
Price$17.13
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets316.28M
American Funds American Mutual R4
Price$62.48
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets112.47B
BRUKX vs RMFEX Comparison Chart in %
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BRUKX vs. RMFEX 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BRUKX (316M). RMFEX pays higher dividends than BRUKX: RMFEX (1.46) vs BRUKX (1.09). 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 : 8.26 vs. BRUKX (1.88). RMFEX return over 5 years is better than : 66.04 vs. BRUKX (50.52).
| 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 | 12.846 | 15.028 | 85% |
| 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 | 1.46 | 74% |
| Returns for 1 year | 1.88 | 8.26 | 23% |
| Returns for 3 years | 27.84 | 39.84 | 70% |
| Returns for 5 years | 50.52 | 66.04 | 76% |
| Returns for 10 years | 87.19 | 105.33 | 83% |
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