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BRULX vs RMFEX
BRULX vs RMFEX Comparison
Open Charts BRULX vs RMFEX
MFS Blended Research Value Equity R3
Price$16.86
Change+$0.15 (+0.90%)
VolumeN/A
Net Assets312.31M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.34B
BRULX vs RMFEX Comparison Chart in %
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BRULX vs. RMFEX commentary
Sep 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 BRULX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BRULX (312M). RMFEX pays higher dividends than BRULX: RMFEX (1.49) vs BRULX (1.33). 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 : 8.06 vs. BRULX (2.38). RMFEX return over 5 years is better than : 58.84 vs. BRULX (46.11).
| 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 | 10.994 | 11.638 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 109B | 0% |
| Annual Yield % from dividends | 1.33 | 1.49 | 89% |
| Returns for 1 year | 2.38 | 8.06 | 30% |
| Returns for 3 years | 24.79 | 33.39 | 74% |
| Returns for 5 years | 46.11 | 58.84 | 78% |
| Returns for 10 years | N/A | 98.59 | - |
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