Interact to see
Advertisement
Advertisement
BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$16.64
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets308.53M
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
BRUMX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUMX vs. RMFEX commentary
Jul 05, 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: 109B vs. BRUMX (309M). BRUMX (1.59) and RMFEX (1.53) 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 : 11.81 vs. BRUMX (3.89). RMFEX return over 5 years is better than : 64.33 vs. BRUMX (56.86).
| 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 | 9.186 | 9.748 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 309M | 109B | 0% |
| Annual Yield % from dividends | 1.59 | 1.53 | 104% |
| Returns for 1 year | 3.89 | 11.81 | 33% |
| Returns for 3 years | 25.29 | 30.45 | 83% |
| Returns for 5 years | 56.86 | 64.33 | 88% |
| Returns for 10 years | N/A | 86.20 | - |