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BASVX vs RMFEX
BASVX vs RMFEX Comparison
Open Charts BASVX vs RMFEX
Brown Advisory Sustainable Val Inst
Price$14.50
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets177.71M
American Funds American Mutual R4
Price$63.06
Change+$0.49 (+0.78%)
VolumeN/A
Net Assets112.73B
BASVX vs RMFEX Comparison Chart in %
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BASVX vs. RMFEX commentary
Nov 29, 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 StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. BASVX (178M). RMFEX pays higher dividends than BASVX: RMFEX (1.46) vs BASVX (0.86). BASVX was incepted earlier than RMFEX: BASVX (3 years) vs RMFEX (23 years). BASVX (0.82) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. BASVX (29.00). RMFEX has a lower initial minimum investment than BASVX: RMFEX (250) vs BASVX (1000000). RMFEX annual gain was more profitable for investors over the last year : 6.45 vs. BASVX (4.80).
| BASVX | RMFEX | BASVX / RMFEX | |
| Total Expense Ratio | 0.71 | 0.62 | 115% |
| Annual Report Gross Expense Ratio | 0.82 | 0.62 | 132% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 13.994 | 16.095 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 113B | 0% |
| Annual Yield % from dividends | 0.86 | 1.46 | 59% |
| Returns for 1 year | 4.80 | 6.45 | 74% |
| Returns for 3 years | N/A | 30.12 | - |
| Returns for 5 years | N/A | 56.18 | - |
| Returns for 10 years | 50.29 | 97.51 | 52% |
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