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BRUKX vs RMFEX
BRUKX vs RMFEX Comparison
Open Charts BRUKX vs RMFEX
MFS Blended Research Value Equity R2
Price$17.06
Change+$0.17 (+1.01%)
VolumeN/A
Net Assets316.63M
American Funds American Mutual R4
Price$61.64
Change+$0.38 (+0.62%)
VolumeN/A
Net Assets110.43B
BRUKX vs RMFEX Comparison Chart in %
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BRUKX vs. RMFEX commentary
Sep 27, 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 BRUKX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. BRUKX (317M). RMFEX pays higher dividends than BRUKX: RMFEX (1.49) vs BRUKX (1.11). BRUKX was incepted earlier than RMFEX: BRUKX (10 years) vs RMFEX (23 years). BRUKX (1.10) is less costly to investors than RMFEX (0.62). BRUKX is a more actively managed with annual turnover of: 48.00 vs. RMFEX (31.00). BRUKX has a lower initial minimum investment than RMFEX: BRUKX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 6.73 vs. BRUKX (0.10). RMFEX return over 5 years is better than : 65.70 vs. BRUKX (51.05).
| BRUKX | RMFEX | BRUKX / RMFEX | |
| Total Expense Ratio | 0.99 | 0.62 | 160% |
| Annual Report Gross Expense Ratio | 1.10 | 0.62 | 177% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 11.265 | 13.481 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 110B | 0% |
| Annual Yield % from dividends | 1.11 | 1.49 | 74% |
| Returns for 1 year | 0.10 | 6.73 | 2% |
| Returns for 3 years | 34.02 | 43.42 | 78% |
| Returns for 5 years | 51.05 | 65.70 | 78% |
| Returns for 10 years | 94.16 | 111.76 | 84% |
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