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BASVX vs RMFCX
BASVX vs RMFCX Comparison
Open Charts BASVX vs RMFCX
Brown Advisory Sustainable Val Inst
Price$13.23
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets163.74M
American Funds American Mutual R3
Price$57.52
Change-$0.44 (-0.76%)
VolumeN/A
Net Assets105.76B
BASVX vs RMFCX Comparison Chart
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BASVX vs. RMFCX commentary
Jun 15, 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 RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 106B vs. BASVX (164M). RMFCX pays higher dividends than BASVX: RMFCX (1.31) vs BASVX (0.95). BASVX was incepted earlier than RMFCX: BASVX (2 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than BASVX (0.82). BASVX is a more actively managed with annual turnover of: 37.00 vs. RMFCX (31.00). RMFCX has a lower initial minimum investment than BASVX: RMFCX (250) vs BASVX (1000000). RMFCX annual gain was more profitable for investors over the last year : 8.70 vs. BASVX (8.17).
| BASVX | RMFCX | BASVX / RMFCX | |
| Total Expense Ratio | 0.71 | 0.91 | 78% |
| Annual Report Gross Expense Ratio | 0.82 | 0.91 | 90% |
| Fund Existence | 2 years | 23 years | - |
| Gain YTD | 4.009 | 6.021 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 164M | 106B | 0% |
| Annual Yield % from dividends | 0.95 | 1.31 | 72% |
| Returns for 1 year | 8.17 | 8.70 | 94% |
| Returns for 3 years | N/A | 28.43 | - |
| Returns for 5 years | N/A | 59.85 | - |
| Returns for 10 years | 34.48 | 69.75 | 49% |
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