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BRUGX vs RWMHX
BRUGX vs RWMHX Comparison
Open Charts BRUGX vs RWMHX
MFS Blended Research Value Equity C
Price$15.65
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets317.01M
American Funds Washington Mutual R5E
Price$65.75
Change+$0.27 (+0.41%)
VolumeN/A
Net Assets209.48B
BRUGX vs RWMHX Comparison Chart in %
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BRUGX vs. RWMHX commentary
Dec 25, 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 Hold and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. BRUGX (317M). RWMHX pays higher dividends than BRUGX: RWMHX (1.30) vs BRUGX (0.64). BRUGX was incepted earlier than RWMHX: BRUGX (10 years) vs RWMHX (10 years). BRUGX (1.44) is less costly to investors than RWMHX (0.41). BRUGX is a more actively managed with annual turnover of: 48.00 vs. RWMHX (29.00). RWMHX has a lower initial minimum investment than BRUGX: RWMHX (250) vs BRUGX (1000). RWMHX annual gain was more profitable for investors over the last year : 6.35 vs. BRUGX (2.83). RWMHX return over 5 years is better than : 41.75 vs. BRUGX (18.75).
| BRUGX | RWMHX | BRUGX / RWMHX | |
| Total Expense Ratio | 1.39 | 0.41 | 339% |
| Annual Report Gross Expense Ratio | 1.44 | 0.41 | 351% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 4.056 | 8.199 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 209B | 0% |
| Annual Yield % from dividends | 0.64 | 1.30 | 50% |
| Returns for 1 year | 2.83 | 6.35 | 45% |
| Returns for 3 years | 18.27 | 32.68 | 56% |
| Returns for 5 years | 18.75 | 41.75 | 45% |
| Returns for 10 years | 60.26 | 81.49 | 74% |
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