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BVSIX vs RMFEX
BVSIX vs RMFEX Comparison
Open Charts BVSIX vs RMFEX
Baywood Socially Responsible Instl
Price$17.35
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets23.76M
American Funds American Mutual R4
Price$59.78
Change-$0.31 (-0.52%)
VolumeN/A
Net Assets109.13B
BVSIX vs RMFEX Comparison Chart in %
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BVSIX vs. RMFEX commentary
Aug 06, 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: 109B vs. BVSIX (23.8M). RMFEX pays higher dividends than BVSIX: RMFEX (1.51) vs BVSIX (1.34). BVSIX was incepted earlier than RMFEX: BVSIX (21 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 : 11.97 vs. BVSIX (8.44). BVSIX return over 5 years is better than : 85.09 vs. RMFEX (57.74).
| BVSIX | RMFEX | BVSIX / RMFEX | |
| Total Expense Ratio | 0.89 | 0.62 | 144% |
| Annual Report Gross Expense Ratio | 3.03 | 0.62 | 489% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 3.710 | 9.675 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 109B | 0% |
| Annual Yield % from dividends | 1.34 | 1.51 | 88% |
| Returns for 1 year | 8.44 | 11.97 | 71% |
| Returns for 3 years | 29.87 | 26.87 | 111% |
| Returns for 5 years | 85.09 | 57.74 | 147% |
| Returns for 10 years | 81.89 | 85.72 | 96% |
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