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BRUKX vs RMFEX
BRUKX vs RMFEX Comparison
Open Charts BRUKX vs RMFEX
MFS Blended Research Value Equity R2
Price$15.88
Change+$0.17 (+1.08%)
VolumeN/A
Net Assets296.38M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
BRUKX vs RMFEX Comparison Chart
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BRUKX vs. RMFEX commentary
Jun 07, 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 (296M). RMFEX pays higher dividends than BRUKX: RMFEX (1.58) vs BRUKX (1.18). 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 : 9.37 vs. BRUKX (-1.65). RMFEX return over 5 years is better than : 54.01 vs. BRUKX (33.91).
| 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 | 3.491 | 6.053 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 105B | 0% |
| Annual Yield % from dividends | 1.18 | 1.58 | 75% |
| Returns for 1 year | -1.65 | 9.37 | -18% |
| Returns for 3 years | 7.64 | 18.90 | 40% |
| Returns for 5 years | 33.91 | 54.01 | 63% |
| Returns for 10 years | N/A | 77.06 | - |
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