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BRULX vs RMFEX
BRULX vs RMFEX Comparison
Open Charts BRULX vs RMFEX
MFS Blended Research Value Equity R3
Price$17.17
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
BRULX vs RMFEX Comparison Chart in %
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BRULX vs. RMFEX commentary
Oct 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 BRULX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BRULX (316M). RMFEX pays higher dividends than BRULX: RMFEX (1.46) vs BRULX (1.30). 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: 48.00 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 : 8.26 vs. BRULX (2.12). RMFEX return over 5 years is better than : 66.04 vs. BRULX (52.38).
| 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 | 13.035 | 15.028 | 87% |
| 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 | 1.30 | 1.46 | 89% |
| Returns for 1 year | 2.12 | 8.26 | 26% |
| Returns for 3 years | 28.83 | 39.84 | 72% |
| Returns for 5 years | 52.38 | 66.04 | 79% |
| Returns for 10 years | 91.74 | 105.33 | 87% |
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