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BRUKX vs RMFEX
BRUKX vs RMFEX Comparison
Open Charts BRUKX vs RMFEX
MFS Blended Research Value Equity R2
Price$14.94
Change-$0.69 (-4.41%)
VolumeN/A
Net Assets290.63M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
BRUKX vs RMFEX Comparison Chart
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BRUKX vs. RMFEX commentary
Apr 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. BRUKX (291M). RMFEX pays higher dividends than BRUKX: RMFEX (1.61) vs BRUKX (1.19). 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 : 7.10 vs. BRUKX (-3.58). RMFEX return over 5 years is better than : 78.86 vs. BRUKX (72.75).
| 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 | 2.964 | 2.891 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 103B | 0% |
| Annual Yield % from dividends | 1.19 | 1.61 | 74% |
| Returns for 1 year | -3.58 | 7.10 | -50% |
| Returns for 3 years | 5.96 | 12.51 | 48% |
| Returns for 5 years | 72.75 | 78.86 | 92% |
| Returns for 10 years | N/A | 70.99 | - |
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