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BRUNX vs RWMHX
BRUNX vs RWMHX Comparison
Open Charts BRUNX vs RWMHX
MFS Blended Research Value Equity R6
Price$16.66
Change-$0.50 (-2.91%)
VolumeN/A
Net Assets322.64M
American Funds Washington Mutual R5E
Price$66.01
Change-$1.03 (-1.54%)
VolumeN/A
Net Assets208.21B
BRUNX vs RWMHX Comparison Chart in %
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BRUNX vs. RWMHX commentary
Feb 04, 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 BRUNX is a Buy and RWMHX is a Hold.
FUNDAMENTALS
Fundamentals
RWMHX has more cash in the bank: 208B vs. BRUNX (323M). BRUNX pays higher dividends than RWMHX: BRUNX (1.46) vs RWMHX (1.36). BRUNX was incepted earlier than RWMHX: BRUNX (10 years) vs RWMHX (10 years). RWMHX (0.41) is less costly to investors than BRUNX (0.37). BRUNX is a more actively managed with annual turnover of: 48.00 vs. RWMHX (29.00). BRUNX has a lower initial minimum investment than RWMHX: BRUNX (0) vs RWMHX (250). BRUNX annual gain was more profitable for investors over the last year : 6.18 vs. RWMHX (5.40). RWMHX return over 5 years is better than : 37.20 vs. BRUNX (25.33).
| BRUNX | RWMHX | BRUNX / RWMHX | |
| Total Expense Ratio | 0.34 | 0.41 | 83% |
| Annual Report Gross Expense Ratio | 0.37 | 0.41 | 90% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 6.047 | 1.523 | 397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 323M | 208B | 0% |
| Annual Yield % from dividends | 1.46 | 1.36 | 108% |
| Returns for 1 year | 6.18 | 5.40 | 115% |
| Returns for 3 years | 22.60 | 30.10 | 75% |
| Returns for 5 years | 25.33 | 37.20 | 68% |
| Returns for 10 years | 105.02 | 96.94 | 108% |
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