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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$16.43
Change-$0.14 (-0.84%)
VolumeN/A
Net Assets301.52M
American Funds American Mutual R4
Price$59.33
Change-$0.51 (-0.85%)
VolumeN/A
Net Assets108.7B
BRUMX vs RMFEX Comparison Chart in %
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BRUMX vs. RMFEX commentary
Aug 02, 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: 109B vs. BRUMX (302M). BRUMX (1.58) and RMFEX (1.51) 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 : 7.66 vs. BRUMX (-1.31). RMFEX return over 5 years is better than : 59.98 vs. BRUMX (49.78).
| 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 | 7.808 | 9.785 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 302M | 109B | 0% |
| Annual Yield % from dividends | 1.58 | 1.51 | 105% |
| Returns for 1 year | -1.31 | 7.66 | -17% |
| Returns for 3 years | 18.58 | 27.17 | 68% |
| Returns for 5 years | 49.78 | 59.98 | 83% |
| Returns for 10 years | N/A | 84.69 | - |
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