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BVSIX vs RMFEX
BVSIX vs RMFEX Comparison
Open Charts BVSIX vs RMFEX
Baywood Socially Responsible Instl
Price$16.93
Change-$0.23 (-1.34%)
VolumeN/A
Net Assets22.56M
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets106.6B
BVSIX vs RMFEX Comparison Chart
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BVSIX 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 BVSIX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 107B vs. BVSIX (22.6M). RMFEX pays higher dividends than BVSIX: RMFEX (1.58) vs BVSIX (1.38). BVSIX was incepted earlier than RMFEX: BVSIX (20 years) vs RMFEX (23 years). BVSIX (3.03) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. BVSIX (23.00). RMFEX has a lower initial minimum investment than BVSIX: RMFEX (250) vs BVSIX (5000). RMFEX annual gain was more profitable for investors over the last year : 9.03 vs. BVSIX (4.19). BVSIX return over 5 years is better than : 88.13 vs. RMFEX (62.32).
| BVSIX | RMFEX | BVSIX / RMFEX | |
| Total Expense Ratio | 0.89 | 0.62 | 144% |
| Annual Report Gross Expense Ratio | 3.03 | 0.62 | 489% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.842 | 6.152 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6M | 107B | 0% |
| Annual Yield % from dividends | 1.38 | 1.58 | 87% |
| Returns for 1 year | 4.19 | 9.03 | 46% |
| Returns for 3 years | 33.57 | 29.63 | 113% |
| Returns for 5 years | 88.13 | 62.32 | 141% |
| Returns for 10 years | 70.72 | 76.27 | 93% |
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