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BASVX vs RMFEX
BASVX vs RMFEX Comparison
Open Charts BASVX vs RMFEX
Brown Advisory Sustainable Val Inst
Price$13.23
Change-$0.18 (-1.34%)
VolumeN/A
Net Assets163.74M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
BASVX vs RMFEX Comparison Chart
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BASVX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. BASVX (164M). RMFEX pays higher dividends than BASVX: RMFEX (1.58) vs BASVX (0.95). BASVX was incepted earlier than RMFEX: BASVX (2 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). RMFEX annual gain was more profitable for investors over the last year : 9.03 vs. BASVX (8.17).
| BASVX | RMFEX | BASVX / RMFEX | |
| Total Expense Ratio | 0.71 | 0.62 | 115% |
| Annual Report Gross Expense Ratio | 0.82 | 0.62 | 132% |
| Fund Existence | 2 years | 23 years | - |
| Gain YTD | 4.009 | 6.152 | 65% |
| 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 | 1.58 | 60% |
| Returns for 1 year | 8.17 | 9.03 | 90% |
| Returns for 3 years | N/A | 29.63 | - |
| Returns for 5 years | N/A | 62.32 | - |
| Returns for 10 years | 34.48 | 76.27 | 45% |
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