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BRUDX vs RMFEX
BRUDX vs RMFEX Comparison
Open Charts BRUDX vs RMFEX
MFS Blended Research Value Equity A
Price$17.36
Change+$0.19 (+1.11%)
VolumeN/A
Net Assets312.26M
American Funds American Mutual R4
Price$62.40
Change+$0.51 (+0.82%)
VolumeN/A
Net Assets111.18B
BRUDX vs RMFEX Comparison Chart in %
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BRUDX vs. RMFEX commentary
Oct 21, 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 BRUDX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. BRUDX (312M). RMFEX pays higher dividends than BRUDX: RMFEX (1.46) vs BRUDX (1.29). BRUDX was incepted earlier than RMFEX: BRUDX (10 years) vs RMFEX (23 years). BRUDX (0.69) is less costly to investors than RMFEX (0.62). BRUDX is a more actively managed with annual turnover of: 48.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BRUDX: RMFEX (250) vs BRUDX (1000). RMFEX annual gain was more profitable for investors over the last year : 5.28 vs. BRUDX (-2.14). RMFEX return over 5 years is better than : 59.52 vs. BRUDX (44.58).
| BRUDX | RMFEX | BRUDX / RMFEX | |
| Total Expense Ratio | 0.64 | 0.62 | 103% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 11.711 | 13.941 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 111B | 0% |
| Annual Yield % from dividends | 1.29 | 1.46 | 88% |
| Returns for 1 year | -2.14 | 5.28 | -41% |
| Returns for 3 years | 26.49 | 40.09 | 66% |
| Returns for 5 years | 44.58 | 59.52 | 75% |
| Returns for 10 years | 80.67 | 98.84 | 82% |
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