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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$15.89
Change-$0.15 (-0.94%)
VolumeN/A
Net Assets295.77M
American Funds American Mutual R4
Price$57.50
Change-$0.33 (-0.57%)
VolumeN/A
Net Assets105.79B
BRUMX vs RMFEX Comparison Chart
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BRUMX vs. RMFEX commentary
Mar 04, 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: 106B vs. BRUMX (296M). 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 : 10.53 vs. BRUMX (2.09). RMFEX return over 5 years is better than : 51.36 vs. BRUMX (35.47).
| 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 | 4.265 | 4.698 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 296M | 106B | 0% |
| Annual Yield % from dividends | 1.32 | 1.95 | 68% |
| Returns for 1 year | 2.09 | 10.53 | 20% |
| Returns for 3 years | 12.43 | 17.77 | 70% |
| Returns for 5 years | 35.47 | 51.36 | 69% |
| Returns for 10 years | N/A | 75.22 | - |
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