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BRULX vs RMFEX
BRULX vs RMFEX Comparison
Open Charts BRULX vs RMFEX
MFS Blended Research Value Equity R3
Price$17.04
Change-$0.22 (-1.27%)
VolumeN/A
Net Assets313.97M
American Funds American Mutual R4
Price$61.97
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets112.28B
BRULX vs RMFEX Comparison Chart in %
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BRULX vs. RMFEX 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 BRULX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BRULX (314M). RMFEX pays higher dividends than BRULX: RMFEX (1.46) vs BRULX (1.32). BRULX was incepted earlier than RMFEX: BRULX (10 years) vs RMFEX (23 years). BRULX (0.69) is less costly to investors than RMFEX (0.62). BRULX is a more actively managed with annual turnover of: 48.00 vs. RMFEX (31.00). BRULX has a lower initial minimum investment than RMFEX: BRULX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.02 vs. BRULX (-1.56). RMFEX return over 5 years is better than : 57.30 vs. BRULX (40.89).
| BRULX | RMFEX | BRULX / RMFEX | |
| Total Expense Ratio | 0.64 | 0.62 | 103% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 13.627 | 15.396 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 112B | 0% |
| Annual Yield % from dividends | 1.32 | 1.46 | 90% |
| Returns for 1 year | -1.56 | 7.02 | -22% |
| Returns for 3 years | 19.71 | 31.78 | 62% |
| Returns for 5 years | 40.89 | 57.30 | 71% |
| Returns for 10 years | 90.30 | 101.84 | 89% |
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