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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$16.37
Change-$0.40 (-2.39%)
VolumeN/A
Net Assets322.64M
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
BRUGX vs RMFEX Comparison Chart in %
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BRUGX vs. RMFEX commentary
Feb 04, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BRUGX (323M). RMFEX pays higher dividends than BRUGX: RMFEX (1.50) vs BRUGX (0.46). 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 (30.00). 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 : 7.80 vs. BRUGX (4.90). RMFEX return over 5 years is better than : 46.45 vs. BRUGX (19.30).
| 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 | 5.886 | 2.280 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 112B | 0% |
| Annual Yield % from dividends | 0.46 | 1.50 | 30% |
| Returns for 1 year | 4.90 | 7.80 | 63% |
| Returns for 3 years | 18.38 | 29.96 | 61% |
| Returns for 5 years | 19.30 | 46.45 | 42% |
| Returns for 10 years | 86.76 | 114.19 | 76% |
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