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BRUNX vs RMFEX
BRUNX vs RMFEX Comparison
Open Charts BRUNX vs RMFEX
MFS Blended Research Value Equity R6
Price$15.73
Change+$0.11 (+0.70%)
VolumeN/A
Net Assets288.51M
American Funds American Mutual R4
Price$56.29
Change+$0.18 (+0.32%)
VolumeN/A
Net Assets102.3B
BRUNX vs RMFEX Comparison Chart
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BRUNX vs. RMFEX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. BRUNX (289M). BRUNX pays higher dividends than RMFEX: BRUNX (1.73) vs RMFEX (1.61). 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 : 6.88 vs. BRUNX (-2.86). RMFEX (78.86) and BRUNX (75.89) have equivalent 5 years return.
| 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 | 3.080 | 2.891 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 102B | 0% |
| Annual Yield % from dividends | 1.73 | 1.61 | 107% |
| Returns for 1 year | -2.86 | 6.88 | -42% |
| Returns for 3 years | 6.33 | 12.57 | 50% |
| Returns for 5 years | 75.89 | 78.86 | 96% |
| Returns for 10 years | N/A | 72.06 | - |
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