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BRUGX vs RMFEX
BRUGX vs RMFEX Comparison
Open Charts BRUGX vs RMFEX
MFS Blended Research Value Equity C
Price$16.61
Change+$0.14 (+0.85%)
VolumeN/A
Net Assets311.13M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
BRUGX vs RMFEX Comparison Chart in %
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BRUGX vs. RMFEX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BRUGX (311M). RMFEX pays higher dividends than BRUGX: RMFEX (1.49) vs BRUGX (0.66). BRUGX was incepted earlier than RMFEX: BRUGX (10 years) vs RMFEX (23 years). BRUGX (1.60) 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 : 8.06 vs. BRUGX (1.18). RMFEX return over 5 years is better than : 58.84 vs. BRUGX (39.53).
| BRUGX | RMFEX | BRUGX / RMFEX | |
| Total Expense Ratio | 1.49 | 0.62 | 240% |
| Annual Report Gross Expense Ratio | 1.60 | 0.62 | 258% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 10.040 | 11.638 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 109B | 0% |
| Annual Yield % from dividends | 0.66 | 1.49 | 44% |
| Returns for 1 year | 1.18 | 8.06 | 15% |
| Returns for 3 years | 21.10 | 33.39 | 63% |
| Returns for 5 years | 39.53 | 58.84 | 67% |
| Returns for 10 years | N/A | 98.59 | - |
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