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BAFZX vs RGEVX
BAFZX vs RGEVX Comparison
Open Charts BAFZX vs RGEVX
Brown Advisory Mortgage Securities Instl
Price$8.96
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets288.73M
American Funds US Government Sec R2E
Price$11.93
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets22.16B
BAFZX vs RGEVX Comparison Chart
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BAFZX vs. RGEVX commentary
May 10, 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 BAFZX is a Hold and RGEVX is a Hold.
FUNDAMENTALS
Fundamentals
RGEVX has more cash in the bank: 22.2B vs. BAFZX (289M). BAFZX pays higher dividends than RGEVX: BAFZX (4.39) vs RGEVX (3.65). BAFZX was incepted earlier than RGEVX: BAFZX (11 years) vs RGEVX (11 years). RGEVX (1.09) is less costly to investors than BAFZX (0.46). BAFZX is a more actively managed with annual turnover of: 335.00 vs. RGEVX (50.00). RGEVX has a lower initial minimum investment than BAFZX: RGEVX (250) vs BAFZX (1000000). RGEVX (5.46) and BAFZX (5.44) have marching annual gain over last year. BAFZX return over 5 years is better than : -1.53 vs. RGEVX (-10.48).
| BAFZX | RGEVX | BAFZX / RGEVX | |
| Total Expense Ratio | 0.46 | 1.05 | 44% |
| Annual Report Gross Expense Ratio | 0.46 | 1.09 | 42% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 2.201 | 2.962 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 22.2B | 1% |
| Annual Yield % from dividends | 4.39 | 3.65 | 120% |
| Returns for 1 year | 5.44 | 5.46 | 100% |
| Returns for 3 years | 3.63 | 0.98 | 370% |
| Returns for 5 years | -1.53 | -10.48 | 15% |
| Returns for 10 years | 12.69 | 0.05 | 26,838% |
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