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BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$17.06
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets312.26M
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
BRUMX vs RMFEX Comparison Chart in %
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BRUMX vs. RMFEX commentary
Oct 19, 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: 111B vs. BRUMX (312M). BRUMX (1.52) and RMFEX (1.46) have matching dividends . BRUMX was incepted earlier than RMFEX: BRUMX (10 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than BRUMX (0.44). 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 : 5.28 vs. BRUMX (-1.98). RMFEX return over 5 years is better than : 59.52 vs. BRUMX (47.54).
| BRUMX | RMFEX | BRUMX / RMFEX | |
| Total Expense Ratio | 0.39 | 0.62 | 63% |
| Annual Report Gross Expense Ratio | 0.44 | 0.62 | 71% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 11.942 | 13.941 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 312M | 111B | 0% |
| Annual Yield % from dividends | 1.52 | 1.46 | 104% |
| Returns for 1 year | -1.98 | 5.28 | -37% |
| Returns for 3 years | 28.55 | 40.09 | 71% |
| Returns for 5 years | 47.54 | 59.52 | 80% |
| Returns for 10 years | 90.15 | 98.84 | 91% |
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