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BRUNX vs RMFEX
BRUNX vs RMFEX Comparison
Open Charts BRUNX vs RMFEX
MFS Blended Research Value Equity R6
Price$15.58
Change-$0.07 (-0.45%)
VolumeN/A
Net Assets298.52M
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets104.75B
BRUNX vs RMFEX Comparison Chart
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BRUNX vs. RMFEX commentary
May 23, 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 BRUNX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. BRUNX (299M). BRUNX pays higher dividends than RMFEX: BRUNX (1.77) vs RMFEX (1.65). BRUNX was incepted earlier than RMFEX: BRUNX (10 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than BRUNX (0.53). BRUNX is a more actively managed with annual turnover of: 55.00 vs. RMFEX (31.00). BRUNX has a lower initial minimum investment than RMFEX: BRUNX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 5.60 vs. BRUNX (-4.29). RMFEX return over 5 years is better than : 62.10 vs. BRUNX (51.15).
| BRUNX | RMFEX | BRUNX / RMFEX | |
| Total Expense Ratio | 0.44 | 0.62 | 71% |
| Annual Report Gross Expense Ratio | 0.53 | 0.62 | 85% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.556 | 3.311 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 105B | 0% |
| Annual Yield % from dividends | 1.77 | 1.65 | 108% |
| Returns for 1 year | -4.29 | 5.60 | -77% |
| Returns for 3 years | 13.83 | 21.59 | 64% |
| Returns for 5 years | 51.15 | 62.10 | 82% |
| Returns for 10 years | N/A | 68.42 | - |
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