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BRUEX vs RWMHX
BRUEX vs RWMHX Comparison
Open Charts BRUEX vs RWMHX
MFS Blended Research Value Equity B
Price$15.85
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets316.61M
American Funds Washington Mutual R5E
Price$65.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets209.48B
BRUEX vs RWMHX Comparison Chart in %
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BRUEX vs. RWMHX 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 RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. BRUEX (317M). 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 : 6.04 vs. BRUEX (2.92). RWMHX return over 5 years is better than : 41.73 vs. BRUEX (18.79).
| 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 | 4.208 | 8.182 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 209B | 0% |
| Annual Yield % from dividends | 0.45 | 1.30 | 35% |
| Returns for 1 year | 2.92 | 6.04 | 48% |
| Returns for 3 years | 18.42 | 32.61 | 56% |
| Returns for 5 years | 18.79 | 41.73 | 45% |
| Returns for 10 years | 59.54 | 80.06 | 74% |
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