BRUEX
Price
$15.85
Change
-$0.02 (-0.13%)
Updated
Dec 26 closing price
Net Assets
316.61M
FWMIX
Price
$65.86
Change
-$0.01 (-0.02%)
Updated
Dec 26 closing price
Net Assets
209.48B
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BRUEX vs FWMIX

Header iconBRUEX vs FWMIX Comparison
Open Charts BRUEX vs FWMIXBanner chart's image
MFS Blended Research Value Equity B
Price$15.85
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets316.61M
American Funds Washington Mutual F3
Price$65.86
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
BRUEX vs FWMIX Comparison Chart in %
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BRUEX vs. FWMIX commentary
Dec 28, 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 BRUEX is a Hold and FWMIX is a Hold.

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FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. BRUEX (317M). FWMIX pays higher dividends than BRUEX: FWMIX (1.42) vs BRUEX (0.45). BRUEX was incepted earlier than FWMIX: BRUEX (10 years) vs FWMIX (9 years). BRUEX (1.44) is less costly to investors than FWMIX (0.26). BRUEX is a more actively managed with annual turnover of: 48.00 vs. FWMIX (29.00). BRUEX has a lower initial minimum investment than FWMIX: BRUEX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 6.17 vs. BRUEX (2.92). FWMIX return over 5 years is better than : 42.57 vs. BRUEX (18.79).
BRUEXFWMIXBRUEX / FWMIX
Total Expense Ratio1.390.26535%
Annual Report Gross Expense Ratio1.440.26554%
Fund Existence10 years9 years-
Gain YTD4.2088.32351%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets317M209B0%
Annual Yield % from dividends0.451.4232%
Returns for 1 year2.926.1747%
Returns for 3 years18.4233.2055%
Returns for 5 years18.7942.5744%
Returns for 10 years59.54N/A-
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