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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$15.40
Change+$0.09 (+0.59%)
VolumeN/A
Net Assets287.36M
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
BRUMX vs RMFEX Comparison Chart
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BRUMX vs. RMFEX commentary
May 09, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. BRUMX (287M). BRUMX (1.70) and RMFEX (1.65) have matching dividends . BRUMX was incepted earlier than RMFEX: BRUMX (10 years) vs RMFEX (23 years). RMFEX (0.62) and BRUMX (0.60) have similar cost to investors . BRUMX is a more actively managed with annual turnover of: 55.00 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 : 5.68 vs. BRUMX (-4.59). RMFEX return over 5 years is better than : 58.56 vs. BRUMX (48.74).
| BRUMX | RMFEX | BRUMX / RMFEX | |
| Total Expense Ratio | 0.49 | 0.62 | 79% |
| Annual Report Gross Expense Ratio | 0.60 | 0.62 | 97% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 0.459 | 1.374 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 101B | 0% |
| Annual Yield % from dividends | 1.70 | 1.65 | 103% |
| Returns for 1 year | -4.59 | 5.68 | -81% |
| Returns for 3 years | 11.81 | 18.38 | 64% |
| Returns for 5 years | 48.74 | 58.56 | 83% |
| Returns for 10 years | N/A | 66.50 | - |