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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$14.61
Change+$0.20 (+1.39%)
VolumeN/A
Net Assets273.49M
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets97.18B
BRUMX vs RMFEX Comparison Chart
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BRUMX vs. RMFEX commentary
Apr 14, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.2B vs. BRUMX (273M). BRUMX (1.66) and RMFEX (1.61) 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 : 2.21 vs. BRUMX (-8.28). RMFEX return over 5 years is better than : 55.72 vs. BRUMX (44.01).
| 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 | -4.134 | -2.593 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 273M | 97.2B | 0% |
| Annual Yield % from dividends | 1.66 | 1.61 | 103% |
| Returns for 1 year | -8.28 | 2.21 | -374% |
| Returns for 3 years | 1.11 | 7.26 | 15% |
| Returns for 5 years | 44.01 | 55.72 | 79% |
| Returns for 10 years | N/A | 60.75 | - |
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