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BRUGX vs RWMHX
BRUGX vs RWMHX Comparison
Open Charts BRUGX vs RWMHX
MFS Blended Research Value Equity C
Price$16.98
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets317.99M
American Funds Washington Mutual R5E
Price$67.68
Change+$0.21 (+0.31%)
VolumeN/A
Net Assets208.73B
BRUGX vs RWMHX Comparison Chart in %
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BRUGX vs. RWMHX commentary
Nov 14, 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 StrongBuy and RWMHX is a Buy.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 209B vs. BRUGX (318M). RWMHX pays higher dividends than BRUGX: RWMHX (1.33) vs BRUGX (0.65). 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 : 5.16 vs. BRUGX (-2.35). RWMHX return over 5 years is better than : 46.83 vs. BRUGX (35.08).
| 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 | 12.899 | 11.375 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 209B | 0% |
| Annual Yield % from dividends | 0.65 | 1.33 | 49% |
| Returns for 1 year | -2.35 | 5.16 | -46% |
| Returns for 3 years | 16.58 | 32.41 | 51% |
| Returns for 5 years | 35.08 | 46.83 | 75% |
| Returns for 10 years | 74.56 | N/A | - |
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