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BASVX vs RMFEX
BASVX vs RMFEX Comparison
Open Charts BASVX vs RMFEX
Brown Advisory Sustainable Val Inst
Price$13.11
Change-$0.12 (-0.91%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.97
Change-$3.05 (-5.17%)
VolumeN/A
CapitalizationN/A
BASVX vs RMFEX Comparison Chart
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BASVX vs. RMFEX commentary
Dec 19, 2024
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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. BASVX (126M). RMFEX pays higher dividends than BASVX: RMFEX (1.95) vs BASVX (0.88). BASVX was incepted earlier than RMFEX: BASVX (2 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. BASVX (11.00). RMFEX has a lower initial minimum investment than BASVX: RMFEX (250) vs BASVX (1000000). BASVX annual gain was more profitable for investors over the last year : 19.51 vs. RMFEX (12.89).
| BASVX | RMFEX | BASVX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 2 years | 22 years | - |
| Gain YTD | 18.428 | 11.693 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 104B | 0% |
| Annual Yield % from dividends | 0.88 | 1.95 | 45% |
| Returns for 1 year | 19.51 | 12.89 | 151% |
| Returns for 3 years | N/A | 15.13 | - |
| Returns for 5 years | N/A | 42.46 | - |
| Returns for 10 years | 35.30 | 67.84 | 52% |
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