BRUEX
Price
$17.21
Change
+$0.13 (+0.76%)
Updated
Dec 3 closing price
Net Assets
314.95M
RMFEX
Price
$62.90
Change
+$0.30 (+0.48%)
Updated
Dec 3 closing price
Net Assets
111.8B
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BRUEX vs RMFEX

Header iconBRUEX vs RMFEX Comparison
Open Charts BRUEX vs RMFEXBanner chart's image
MFS Blended Research Value Equity B
Price$17.21
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets314.95M
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
BRUEX vs RMFEX Comparison Chart in %
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BRUEX vs. RMFEX commentary
Dec 04, 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 Buy and RMFEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BRUEX (315M). RMFEX pays higher dividends than BRUEX: RMFEX (1.43) vs BRUEX (0.45). BRUEX was incepted earlier than RMFEX: BRUEX (10 years) vs RMFEX (23 years). BRUEX (1.44) is less costly to investors than RMFEX (0.62). BRUEX is a more actively managed with annual turnover of: 48.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BRUEX: RMFEX (250) vs BRUEX (1000). RMFEX annual gain was more profitable for investors over the last year : 5.83 vs. BRUEX (-3.57). RMFEX return over 5 years is better than : 55.19 vs. BRUEX (29.86).
BRUEXRMFEXBRUEX / RMFEX
Total Expense Ratio1.390.62224%
Annual Report Gross Expense Ratio1.440.62232%
Fund Existence10 years23 years-
Gain YTD12.49215.28582%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets315M112B0%
Annual Yield % from dividends0.451.4332%
Returns for 1 year-3.575.83-61%
Returns for 3 years13.4928.2648%
Returns for 5 years29.8655.1954%
Returns for 10 years69.6097.1772%
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