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BRULX vs RMFEX
BRULX vs RMFEX Comparison
Open Charts BRULX vs RMFEX
MFS Blended Research Value Equity R3
Price$15.10
Change-$0.40 (-2.58%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
BRULX vs RMFEX Comparison Chart
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BRULX vs. RMFEX commentary
Dec 19, 2024
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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. BRULX (291M). RMFEX pays higher dividends than BRULX: RMFEX (1.95) vs BRULX (1.10). BRULX was incepted earlier than RMFEX: BRULX (9 years) vs RMFEX (22 years). BRULX is a more actively managed with annual turnover of: 51.00 vs. RMFEX (25.00). 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 : 12.89 vs. BRULX (6.42). RMFEX return over 5 years is better than : 42.46 vs. BRULX (21.33).
| BRULX | RMFEX | BRULX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 5.278 | 11.693 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 291M | 98.7B | 0% |
| Annual Yield % from dividends | 1.10 | 1.95 | 56% |
| Returns for 1 year | 6.42 | 12.89 | 50% |
| Returns for 3 years | 8.59 | 15.13 | 57% |
| Returns for 5 years | 21.33 | 42.46 | 50% |
| Returns for 10 years | N/A | 67.84 | - |
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