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BRUMX vs RMEBX
BRUMX vs RMEBX Comparison
Open Charts BRUMX vs RMEBX
MFS Blended Research Value Equity R4
Price$14.61
Change+$0.20 (+1.39%)
VolumeN/A
Net Assets269.33M
American Funds American Mutual R2E
Price$53.26
Change+$0.76 (+1.45%)
VolumeN/A
Net Assets95.8B
BRUMX vs RMEBX Comparison Chart
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BRUMX vs. RMEBX commentary
Apr 12, 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 BRUMX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 95.8B vs. BRUMX (269M). BRUMX pays higher dividends than RMEBX: BRUMX (1.66) vs RMEBX (1.18). BRUMX was incepted earlier than RMEBX: BRUMX (10 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than BRUMX (0.60). BRUMX is a more actively managed with annual turnover of: 55.00 vs. RMEBX (31.00). BRUMX has a lower initial minimum investment than RMEBX: BRUMX (0) vs RMEBX (250). RMEBX annual gain was more profitable for investors over the last year : 1.74 vs. BRUMX (-9.54). RMEBX return over 5 years is better than : 52.21 vs. BRUMX (42.04).
| BRUMX | RMEBX | BRUMX / RMEBX | |
| Total Expense Ratio | 0.49 | 1.07 | 46% |
| Annual Report Gross Expense Ratio | 0.60 | 1.07 | 56% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -5.446 | -2.724 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 95.8B | 0% |
| Annual Yield % from dividends | 1.66 | 1.18 | 141% |
| Returns for 1 year | -9.54 | 1.74 | -548% |
| Returns for 3 years | -0.28 | 5.82 | -5% |
| Returns for 5 years | 42.04 | 52.21 | 81% |
| Returns for 10 years | N/A | 53.41 | - |
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