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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$16.08
Change+$0.12 (+0.75%)
VolumeN/A
Net Assets299.19M
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
BRUMX vs RMFEX Comparison Chart
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BRUMX vs. RMFEX commentary
Jan 31, 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: 105B vs. BRUMX (299M). RMFEX pays higher dividends than BRUMX: RMFEX (1.95) vs BRUMX (1.32). BRUMX was incepted earlier than RMFEX: BRUMX (9 years) vs RMFEX (23 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 : 14.15 vs. BRUMX (7.88). RMFEX return over 5 years is better than : 47.35 vs. BRUMX (29.71).
| BRUMX | RMFEX | BRUMX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 5.512 | 4.534 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 105B | 0% |
| Annual Yield % from dividends | 1.32 | 1.95 | 68% |
| Returns for 1 year | 7.88 | 14.15 | 56% |
| Returns for 3 years | 11.65 | 17.09 | 68% |
| Returns for 5 years | 29.71 | 47.35 | 63% |
| Returns for 10 years | N/A | 76.58 | - |
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