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BRUEX vs RWMHX
BRUEX vs RWMHX Comparison
Open Charts BRUEX vs RWMHX
MFS Blended Research Value Equity B
Price$17.21
Change+$0.13 (+0.76%)
VolumeN/A
Net Assets314.95M
American Funds Washington Mutual R5E
Price$68.24
Change+$0.31 (+0.46%)
VolumeN/A
Net Assets209.48B
BRUEX vs RWMHX Comparison Chart in %
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BRUEX vs. RWMHX 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 RWMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. BRUEX (315M). RWMHX pays higher dividends than BRUEX: RWMHX (1.30) vs BRUEX (0.45). 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 : 4.61 vs. BRUEX (-3.57). RWMHX return over 5 years is better than : 44.05 vs. BRUEX (29.86).
| 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 | 12.492 | 11.737 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 209B | 0% |
| Annual Yield % from dividends | 0.45 | 1.30 | 35% |
| Returns for 1 year | -3.57 | 4.61 | -77% |
| Returns for 3 years | 13.49 | 29.33 | 46% |
| Returns for 5 years | 29.86 | 44.05 | 68% |
| Returns for 10 years | 69.60 | 76.31 | 91% |
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