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BRULX vs RMFEX
BRULX vs RMFEX Comparison
Open Charts BRULX vs RMFEX
MFS Blended Research Value Equity R3
Price$16.53
Change-$0.08 (-0.48%)
VolumeN/A
Net Assets307.39M
American Funds American Mutual R4
Price$60.46
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets109.9B
BRULX vs RMFEX Comparison Chart in %
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BRULX vs. RMFEX commentary
Aug 17, 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: 110B vs. BRULX (307M). RMFEX pays higher dividends than BRULX: RMFEX (1.51) vs BRULX (1.36). 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 : 8.10 vs. BRULX (1.04). RMFEX return over 5 years is better than : 57.34 vs. BRULX (43.36).
| 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 | 8.822 | 10.922 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 110B | 0% |
| Annual Yield % from dividends | 1.36 | 1.51 | 90% |
| Returns for 1 year | 1.04 | 8.10 | 13% |
| Returns for 3 years | 13.28 | 23.84 | 56% |
| Returns for 5 years | 43.36 | 57.34 | 76% |
| Returns for 10 years | N/A | 86.04 | - |