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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$17.01
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets311.02M
American Funds American Mutual R4
Price$61.59
Change-$0.20 (-0.32%)
VolumeN/A
Net Assets110.3B
BRUMX vs RMFEX Comparison Chart in %
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BRUMX vs. RMFEX commentary
Sep 16, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. BRUMX (311M). BRUMX (1.54) and RMFEX (1.49) 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: 48.00 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 : 8.31 vs. BRUMX (3.53). RMFEX return over 5 years is better than : 62.71 vs. BRUMX (51.36).
| 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 | 11.614 | 12.995 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 110B | 0% |
| Annual Yield % from dividends | 1.54 | 1.49 | 104% |
| Returns for 1 year | 3.53 | 8.31 | 42% |
| Returns for 3 years | 25.54 | 34.09 | 75% |
| Returns for 5 years | 51.36 | 62.71 | 82% |
| Returns for 10 years | 94.28 | 101.12 | 93% |
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