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BRUMX vs RMFCX
BRUMX vs RMFCX Comparison
Open Charts BRUMX vs RMFCX
MFS Blended Research Value Equity R4
Price$17.22
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets316.61M
American Funds American Mutual R3
Price$62.10
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
BRUMX vs RMFCX Comparison Chart in %
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BRUMX vs. RMFCX commentary
Oct 08, 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 Buy and RMFCX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 113B vs. BRUMX (317M). BRUMX pays higher dividends than RMFCX: BRUMX (1.52) vs RMFCX (1.20). 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: 48.00 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 : 8.11 vs. BRUMX (2.29). RMFCX return over 5 years is better than : 59.28 vs. BRUMX (49.41).
| 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 | 13.451 | 14.779 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 113B | 0% |
| Annual Yield % from dividends | 1.52 | 1.20 | 126% |
| Returns for 1 year | 2.29 | 8.11 | 28% |
| Returns for 3 years | 34.46 | 43.61 | 79% |
| Returns for 5 years | 49.41 | 59.28 | 83% |
| Returns for 10 years | 93.65 | 93.90 | 100% |