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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$16.05
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets321.48M
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
BRUGX vs RMFEX Comparison Chart in %
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BRUGX vs. RMFEX commentary
Jan 15, 2026
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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BRUGX (321M). RMFEX pays higher dividends than BRUGX: RMFEX (1.53) vs BRUGX (0.48). BRUGX was incepted earlier than RMFEX: BRUGX (10 years) vs RMFEX (24 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 : 12.27 vs. BRUGX (6.51). RMFEX return over 5 years is better than : 45.82 vs. BRUGX (17.55).
| 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 | 24 years | - |
| Gain YTD | 3.816 | 2.061 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 112B | 0% |
| Annual Yield % from dividends | 0.48 | 1.53 | 31% |
| Returns for 1 year | 6.51 | 12.27 | 53% |
| Returns for 3 years | 16.98 | 29.20 | 58% |
| Returns for 5 years | 17.55 | 45.82 | 38% |
| Returns for 10 years | 82.52 | 118.40 | 70% |
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