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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$15.88
Change-$0.19 (-1.18%)
VolumeN/A
Net Assets300.62M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets106.6B
BRUMX vs RMFEX Comparison Chart
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BRUMX vs. RMFEX commentary
Jun 14, 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: 107B vs. BRUMX (301M). BRUMX (1.65) and RMFEX (1.58) 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 : 9.03 vs. BRUMX (-0.37). RMFEX return over 5 years is better than : 62.32 vs. BRUMX (49.17).
| 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 | 4.199 | 6.152 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 107B | 0% |
| Annual Yield % from dividends | 1.65 | 1.58 | 104% |
| Returns for 1 year | -0.37 | 9.03 | -4% |
| Returns for 3 years | 21.68 | 29.63 | 73% |
| Returns for 5 years | 49.17 | 62.32 | 79% |
| Returns for 10 years | N/A | 76.27 | - |
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