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BRUGX vs RWMHX
BRUGX vs RWMHX Comparison
Open Charts BRUGX vs RWMHX
MFS Blended Research Value Equity C
Price$16.05
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets321.48M
American Funds Washington Mutual R5E
Price$66.43
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets208.21B
BRUGX vs RWMHX Comparison Chart in %
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BRUGX vs. RWMHX 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 RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. BRUGX (321M). RWMHX pays higher dividends than BRUGX: RWMHX (1.38) vs BRUGX (0.48). 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 : 10.36 vs. BRUGX (6.51). RWMHX return over 5 years is better than : 38.67 vs. BRUGX (17.55).
| 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 | 3.816 | 2.292 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 321M | 208B | 0% |
| Annual Yield % from dividends | 0.48 | 1.38 | 34% |
| Returns for 1 year | 6.51 | 10.36 | 63% |
| Returns for 3 years | 16.98 | 31.48 | 54% |
| Returns for 5 years | 17.55 | 38.67 | 45% |
| Returns for 10 years | 82.52 | 101.46 | 81% |
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