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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$16.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets308.89M
American Funds American Mutual R4
Price$61.42
Change+$0.09 (+0.15%)
VolumeN/A
Net Assets109.8B
BRUMX vs RMFEX Comparison Chart in %
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BRUMX vs. RMFEX commentary
Nov 21, 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. BRUMX (309M). BRUMX (1.53) and RMFEX (1.46) have matching dividends . BRUMX was incepted earlier than RMFEX: BRUMX (10 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than BRUMX (0.44). BRUMX is a more actively managed with annual turnover of: 48.00 vs. RMFEX (31.00). BRUMX has a lower initial minimum investment than RMFEX: BRUMX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 6.34 vs. BRUMX (-2.64). RMFEX return over 5 years is better than : 55.02 vs. BRUMX (38.20).
| BRUMX | RMFEX | BRUMX / RMFEX | |
| Total Expense Ratio | 0.39 | 0.62 | 63% |
| Annual Report Gross Expense Ratio | 0.44 | 0.62 | 71% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 10.564 | 13.076 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 110B | 0% |
| Annual Yield % from dividends | 1.53 | 1.46 | 104% |
| Returns for 1 year | -2.64 | 6.34 | -42% |
| Returns for 3 years | 17.39 | 29.13 | 60% |
| Returns for 5 years | 38.20 | 55.02 | 69% |
| Returns for 10 years | 84.60 | 92.11 | 92% |
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