Interact to see
Advertisement
Advertisement
BRUMX vs RMFEX
BRUMX vs RMFEX Comparison
Open Charts BRUMX vs RMFEX
MFS Blended Research Value Equity R4
Price$15.87
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets316.61M
American Funds American Mutual R4
Price$59.74
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets111.8B
BRUMX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BRUMX vs. RMFEX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BRUMX (317M). BRUMX pays higher dividends than RMFEX: BRUMX (1.50) vs RMFEX (1.43). BRUMX was incepted earlier than RMFEX: BRUMX (10 years) vs RMFEX (24 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 : 8.21 vs. BRUMX (2.92). RMFEX return over 5 years is better than : 48.39 vs. BRUMX (24.41).
| 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 | 24 years | - |
| Gain YTD | 4.134 | 9.983 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 317M | 112B | 0% |
| Annual Yield % from dividends | 1.50 | 1.43 | 105% |
| Returns for 1 year | 2.92 | 8.21 | 36% |
| Returns for 3 years | 20.82 | 29.84 | 70% |
| Returns for 5 years | 24.41 | 48.39 | 50% |
| Returns for 10 years | 76.07 | 97.98 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers