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BRUEX vs RWMHX
BRUEX vs RWMHX Comparison
Open Charts BRUEX vs RWMHX
MFS Blended Research Value Equity B
Price$17.18
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets317.99M
American Funds Washington Mutual R5E
Price$67.68
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
BRUEX vs RWMHX Comparison Chart in %
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BRUEX vs. RWMHX commentary
Nov 14, 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 StrongBuy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. BRUEX (318M). RWMHX pays higher dividends than BRUEX: RWMHX (1.33) vs BRUEX (0.46). BRUEX was incepted earlier than RWMHX: BRUEX (10 years) vs RWMHX (10 years). BRUEX (1.44) is less costly to investors than RWMHX (0.41). BRUEX is a more actively managed with annual turnover of: 48.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than BRUEX: RWMHX (250) vs BRUEX (1000). RWMHX annual gain was more profitable for investors over the last year : 5.16 vs. BRUEX (-2.24). RWMHX return over 5 years is better than : 46.83 vs. BRUEX (34.92).
| BRUEX | RWMHX | BRUEX / RWMHX | |
| Total Expense Ratio | 1.39 | 0.41 | 339% |
| Annual Report Gross Expense Ratio | 1.44 | 0.41 | 351% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 12.952 | 11.375 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 209B | 0% |
| Annual Yield % from dividends | 0.46 | 1.33 | 35% |
| Returns for 1 year | -2.24 | 5.16 | -43% |
| Returns for 3 years | 16.41 | 32.41 | 51% |
| Returns for 5 years | 34.92 | 46.83 | 75% |
| Returns for 10 years | 74.62 | N/A | - |
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