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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$17.22
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets316.61M
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
BRUMX vs RMFEX Comparison Chart in %
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BRUMX vs. RMFEX 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. BRUMX (317M). BRUMX (1.52) and RMFEX (1.46) 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: 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 : 8.45 vs. BRUMX (2.29). RMFEX return over 5 years is better than : 61.73 vs. BRUMX (49.41).
| 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 | 13.451 | 15.028 | 90% |
| 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 | 1.46 | 104% |
| Returns for 1 year | 2.29 | 8.45 | 27% |
| Returns for 3 years | 34.46 | 44.96 | 77% |
| Returns for 5 years | 49.41 | 61.73 | 80% |
| Returns for 10 years | 93.65 | 101.65 | 92% |
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