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BRULX vs RMFEX
BRULX vs RMFEX Comparison
Open Charts BRULX vs RMFEX
MFS Blended Research Value Equity R3
Price$14.78
Change+$0.96 (+6.95%)
VolumeN/A
Net Assets257.04M
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets98.3B
BRULX vs RMFEX Comparison Chart
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BRULX vs. RMFEX commentary
Apr 11, 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 BRULX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.3B vs. BRULX (257M). RMFEX pays higher dividends than BRULX: RMFEX (1.61) vs BRULX (1.43). BRULX was incepted earlier than RMFEX: BRULX (10 years) vs RMFEX (23 years). BRULX (0.85) is less costly to investors than RMFEX (0.62). BRULX is a more actively managed with annual turnover of: 55.00 vs. RMFEX (31.00). BRULX has a lower initial minimum investment than RMFEX: BRULX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : -4.11 vs. BRULX (-14.28). RMFEX return over 5 years is better than : 47.69 vs. BRULX (34.98).
| BRULX | RMFEX | BRULX / RMFEX | |
| Total Expense Ratio | 0.74 | 0.62 | 119% |
| Annual Report Gross Expense Ratio | 0.85 | 0.62 | 137% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -9.019 | -7.620 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 98.3B | 0% |
| Annual Yield % from dividends | 1.43 | 1.61 | 89% |
| Returns for 1 year | -14.28 | -4.11 | 348% |
| Returns for 3 years | -6.10 | 0.28 | -2,204% |
| Returns for 5 years | 34.98 | 47.69 | 73% |
| Returns for 10 years | N/A | 51.93 | - |
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