Interact to see
Advertisement
Advertisement
BVSIX vs RMFEX
BVSIX vs RMFEX Comparison
Open Charts BVSIX vs RMFEX
Baywood Socially Responsible Instl
Price$16.86
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets21.1M
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets104.75B
BVSIX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BVSIX vs. RMFEX commentary
May 23, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. BVSIX (21.1M). RMFEX pays higher dividends than BVSIX: RMFEX (1.65) vs BVSIX (1.42). 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 : 5.60 vs. BVSIX (2.45). BVSIX return over 5 years is better than : 99.90 vs. RMFEX (62.10).
| 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 | 0.961 | 3.311 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 105B | 0% |
| Annual Yield % from dividends | 1.42 | 1.65 | 86% |
| Returns for 1 year | 2.45 | 5.60 | 44% |
| Returns for 3 years | 28.24 | 21.59 | 131% |
| Returns for 5 years | 99.90 | 62.10 | 161% |
| Returns for 10 years | 71.22 | 68.42 | 104% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement