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BAFZX vs RGVBX
BAFZX vs RGVBX Comparison
Open Charts BAFZX vs RGVBX
Brown Advisory Mortgage Securities Instl
Price$8.87
Change+$0.02 (+0.23%)
VolumeN/A
Net Assets286.79M
American Funds US Government Sec R2
Price$11.74
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets22.28B
BAFZX vs RGVBX Comparison Chart
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BAFZX vs. RGVBX commentary
May 23, 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 RGVBX is a Hold.
FUNDAMENTALS
Fundamentals
RGVBX has more cash in the bank: 22.3B vs. BAFZX (287M). BAFZX pays higher dividends than RGVBX: BAFZX (4.39) vs RGVBX (3.38). BAFZX was incepted earlier than RGVBX: BAFZX (11 years) vs RGVBX (23 years). RGVBX (1.37) is less costly to investors than BAFZX (0.46). BAFZX is a more actively managed with annual turnover of: 335.00 vs. RGVBX (50.00). RGVBX has a lower initial minimum investment than BAFZX: RGVBX (250) vs BAFZX (1000000). BAFZX annual gain was more profitable for investors over the last year : 4.50 vs. RGVBX (3.67). BAFZX return over 5 years is better than : -2.25 vs. RGVBX (-12.98).
| BAFZX | RGVBX | BAFZX / RGVBX | |
| Total Expense Ratio | 0.46 | 1.33 | 35% |
| Annual Report Gross Expense Ratio | 0.46 | 1.37 | 34% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 1.744 | 1.489 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 22.3B | 1% |
| Annual Yield % from dividends | 4.39 | 3.38 | 130% |
| Returns for 1 year | 4.50 | 3.67 | 123% |
| Returns for 3 years | 2.43 | -1.97 | -123% |
| Returns for 5 years | -2.25 | -12.98 | 17% |
| Returns for 10 years | 12.29 | -4.39 | -280% |
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