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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$17.61
Change-$0.11 (-0.62%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
BRUMX vs RMFEX Comparison Chart
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BRUMX vs. RMFEX commentary
Nov 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 Sell and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. BRUMX (295M). 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). BRUMX annual gain was more profitable for investors over the last year : 25.16 vs. RMFEX (21.67). RMFEX return over 5 years is better than : 47.96 vs. BRUMX (40.00).
| 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 | 17.557 | 16.733 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 295M | 104B | 0% |
| Annual Yield % from dividends | 1.32 | 1.95 | 68% |
| Returns for 1 year | 25.16 | 21.67 | 116% |
| Returns for 3 years | 6.81 | 16.52 | 41% |
| Returns for 5 years | 40.00 | 47.96 | 83% |
| Returns for 10 years | N/A | 71.19 | - |
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