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BVSIX vs RMFEX
BVSIX vs RMFEX Comparison
Open Charts BVSIX vs RMFEX
Baywood Socially Responsible Instl
Price$17.48
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets23.61M
American Funds American Mutual R4
Price$59.71
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets108.29B
BVSIX vs RMFEX Comparison Chart in %
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BVSIX vs. RMFEX commentary
Jul 11, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. BVSIX (23.6M). RMFEX pays higher dividends than BVSIX: RMFEX (1.53) vs BVSIX (1.33). 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 : 11.36 vs. BVSIX (7.53). BVSIX return over 5 years is better than : 96.82 vs. RMFEX (63.91).
| 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 | 4.488 | 9.546 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 250 | 2,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6M | 108B | 0% |
| Annual Yield % from dividends | 1.33 | 1.53 | 87% |
| Returns for 1 year | 7.53 | 11.36 | 66% |
| Returns for 3 years | 38.03 | 30.54 | 125% |
| Returns for 5 years | 96.82 | 63.91 | 151% |
| Returns for 10 years | 81.14 | 84.99 | 95% |
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