Ad is loading...
BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$15.55
Change-$0.10 (-0.64%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.97
Change-$3.05 (-5.17%)
VolumeN/A
CapitalizationN/A
BRUMX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRUMX vs. RMFEX commentary
Dec 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. BRUMX (292M). RMFEX pays higher dividends than BRUMX: RMFEX (1.95) vs BRUMX (1.32). BRUMX was incepted earlier than RMFEX: BRUMX (9 years) vs RMFEX (22 years). BRUMX is a more actively managed with annual turnover of: 51.00 vs. RMFEX (25.00). 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 : 12.89 vs. BRUMX (6.72). RMFEX return over 5 years is better than : 42.46 vs. BRUMX (22.96).
| BRUMX | RMFEX | BRUMX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 5.506 | 11.693 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 292M | 104B | 0% |
| Annual Yield % from dividends | 1.32 | 1.95 | 68% |
| Returns for 1 year | 6.72 | 12.89 | 52% |
| Returns for 3 years | 9.43 | 15.13 | 62% |
| Returns for 5 years | 22.96 | 42.46 | 54% |
| Returns for 10 years | N/A | 67.84 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers