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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$17.01
Change+$0.13 (+0.77%)
VolumeN/A
Net Assets314.95M
American Funds American Mutual R4
Price$62.90
Change+$0.30 (+0.48%)
VolumeN/A
Net Assets111.8B
BRUGX vs RMFEX Comparison Chart in %
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BRUGX vs. RMFEX commentary
Dec 04, 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 Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BRUGX (315M). RMFEX pays higher dividends than BRUGX: RMFEX (1.43) vs BRUGX (0.64). 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 : 5.83 vs. BRUGX (-3.64). RMFEX return over 5 years is better than : 55.19 vs. BRUGX (29.91).
| 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 | 12.434 | 15.285 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 315M | 112B | 0% |
| Annual Yield % from dividends | 0.64 | 1.43 | 45% |
| Returns for 1 year | -3.64 | 5.83 | -62% |
| Returns for 3 years | 13.64 | 28.26 | 48% |
| Returns for 5 years | 29.91 | 55.19 | 54% |
| Returns for 10 years | 69.54 | 97.17 | 72% |
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