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BRUGX vs FWMIX
BRUGX vs FWMIX Comparison
Open Charts BRUGX vs FWMIX
MFS Blended Research Value Equity C
Price$16.98
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets317.99M
American Funds Washington Mutual F3
Price$67.81
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
BRUGX vs FWMIX Comparison Chart in %
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BRUGX vs. FWMIX 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 BRUGX is a StrongBuy and FWMIX is a Buy.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 209B vs. BRUGX (318M). FWMIX pays higher dividends than BRUGX: FWMIX (1.46) vs BRUGX (0.65). BRUGX was incepted earlier than FWMIX: BRUGX (10 years) vs FWMIX (9 years). BRUGX (1.44) is less costly to investors than FWMIX (0.26). BRUGX is a more actively managed with annual turnover of: 48.00 vs. FWMIX (29.00). BRUGX has a lower initial minimum investment than FWMIX: BRUGX (1000) vs FWMIX (1000000). FWMIX annual gain was more profitable for investors over the last year : 5.34 vs. BRUGX (-2.35). FWMIX return over 5 years is better than : 47.69 vs. BRUGX (35.08).
| BRUGX | FWMIX | BRUGX / FWMIX | |
| Total Expense Ratio | 1.39 | 0.26 | 535% |
| Annual Report Gross Expense Ratio | 1.44 | 0.26 | 554% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 12.899 | 11.530 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 209B | 0% |
| Annual Yield % from dividends | 0.65 | 1.46 | 45% |
| Returns for 1 year | -2.35 | 5.34 | -44% |
| Returns for 3 years | 16.58 | 32.99 | 50% |
| Returns for 5 years | 35.08 | 47.69 | 74% |
| Returns for 10 years | 74.56 | N/A | - |
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