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BASVX vs RMEBX
BASVX vs RMEBX Comparison
Open Charts BASVX vs RMEBX
Brown Advisory Sustainable Val Inst
Price$12.28
Change-$0.61 (-4.73%)
VolumeN/A
Net Assets146.5M
American Funds American Mutual R2E
Price$54.45
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
BASVX vs RMEBX Comparison Chart
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BASVX vs. RMEBX commentary
Apr 05, 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 BASVX is a Hold and RMEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B vs. BASVX (146M). RMEBX pays higher dividends than BASVX: RMEBX (1.18) vs BASVX (0.97). BASVX was incepted earlier than RMEBX: BASVX (2 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than BASVX (0.82). BASVX is a more actively managed with annual turnover of: 37.00 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than BASVX: RMEBX (250) vs BASVX (1000000). RMEBX annual gain was more profitable for investors over the last year : 6.63 vs. BASVX (4.79).
| BASVX | RMEBX | BASVX / RMEBX | |
| Total Expense Ratio | 0.71 | 1.07 | 66% |
| Annual Report Gross Expense Ratio | 0.82 | 1.07 | 77% |
| Fund Existence | 2 years | 11 years | - |
| Gain YTD | 1.336 | 2.774 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 146M | 103B | 0% |
| Annual Yield % from dividends | 0.97 | 1.18 | 82% |
| Returns for 1 year | 4.79 | 6.63 | 72% |
| Returns for 3 years | N/A | 11.00 | - |
| Returns for 5 years | N/A | 74.87 | - |
| Returns for 10 years | 27.71 | 63.22 | 44% |
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