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BASVX vs RMFEX
BASVX vs RMFEX Comparison
Open Charts BASVX vs RMFEX
Brown Advisory Sustainable Val Inst
Price$14.31
Change-$0.09 (-0.63%)
VolumeN/A
Net Assets175.28M
American Funds American Mutual R4
Price$62.60
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets112.58B
BASVX vs RMFEX Comparison Chart in %
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BASVX vs. RMFEX commentary
Oct 10, 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 RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. BASVX (175M). RMFEX pays higher dividends than BASVX: RMFEX (1.46) vs BASVX (0.87). 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). BASVX is a more actively managed with annual turnover of: 37.00 vs. RMFEX (31.00). 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 : 9.16 vs. RMFEX (8.19).
| 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 | 13.208 | 15.248 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 113B | 0% |
| Annual Yield % from dividends | 0.87 | 1.46 | 60% |
| Returns for 1 year | 9.16 | 8.19 | 112% |
| Returns for 3 years | N/A | 45.24 | - |
| Returns for 5 years | N/A | 61.35 | - |
| Returns for 10 years | 48.38 | 102.04 | 47% |
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