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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$16.98
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets317.99M
American Funds American Mutual R4
Price$62.68
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets112.07B
BRUGX vs RMFEX Comparison Chart in %
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BRUGX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BRUGX (318M). RMFEX pays higher dividends than BRUGX: RMFEX (1.46) vs BRUGX (0.65). BRUGX was incepted earlier than RMFEX: BRUGX (10 years) vs RMFEX (23 years). BRUGX (1.44) is less costly to investors than RMFEX (0.62). BRUGX is a more actively managed with annual turnover of: 48.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BRUGX: RMFEX (250) vs BRUGX (1000). RMFEX annual gain was more profitable for investors over the last year : 7.02 vs. BRUGX (-2.35). RMFEX return over 5 years is better than : 57.30 vs. BRUGX (35.08).
| BRUGX | RMFEX | BRUGX / RMFEX | |
| Total Expense Ratio | 1.39 | 0.62 | 224% |
| Annual Report Gross Expense Ratio | 1.44 | 0.62 | 232% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 12.899 | 15.396 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 112B | 0% |
| Annual Yield % from dividends | 0.65 | 1.46 | 45% |
| Returns for 1 year | -2.35 | 7.02 | -34% |
| Returns for 3 years | 16.58 | 31.78 | 52% |
| Returns for 5 years | 35.08 | 57.30 | 61% |
| Returns for 10 years | 74.56 | 101.84 | 73% |
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