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BRUMX vs RMFCX
BRUMX vs RMFCX Comparison
Open Charts BRUMX vs RMFCX
MFS Blended Research Value Equity R4
Price$16.43
Change-$0.14 (-0.84%)
VolumeN/A
Net Assets301.52M
American Funds American Mutual R3
Price$59.46
Change-$0.45 (-0.75%)
VolumeN/A
Net Assets108.7B
BRUMX vs RMFCX Comparison Chart in %
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BRUMX vs. RMFCX commentary
Aug 02, 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 RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. BRUMX (302M). BRUMX pays higher dividends than RMFCX: BRUMX (1.58) vs RMFCX (1.26). BRUMX was incepted earlier than RMFCX: BRUMX (10 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than BRUMX (0.60). BRUMX is a more actively managed with annual turnover of: 55.00 vs. RMFCX (31.00). BRUMX has a lower initial minimum investment than RMFCX: BRUMX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 7.30 vs. BRUMX (-1.31). RMFCX return over 5 years is better than : 57.51 vs. BRUMX (49.78).
| BRUMX | RMFCX | BRUMX / RMFCX | |
| Total Expense Ratio | 0.49 | 0.91 | 54% |
| Annual Report Gross Expense Ratio | 0.60 | 0.91 | 66% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 7.808 | 9.596 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 109B | 0% |
| Annual Yield % from dividends | 1.58 | 1.26 | 126% |
| Returns for 1 year | -1.31 | 7.30 | -18% |
| Returns for 3 years | 18.58 | 26.00 | 71% |
| Returns for 5 years | 49.78 | 57.51 | 87% |
| Returns for 10 years | N/A | 77.74 | - |
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