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BASVX vs FWMIX
BASVX vs FWMIX Comparison
Open Charts BASVX vs FWMIX
Brown Advisory Sustainable Val Inst
Price$14.64
Change+$0.33 (+2.31%)
VolumeN/A
Net Assets184.59M
American Funds Washington Mutual F3
Price$66.14
Change-$1.02 (-1.52%)
VolumeN/A
Net Assets208.21B
BASVX vs FWMIX Comparison Chart in %
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BASVX vs. FWMIX commentary
Feb 04, 2026
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 Buy and FWMIX is a Hold.
FUNDAMENTALS
Fundamentals
FWMIX has more cash in the bank: 208B vs. BASVX (185M). FWMIX pays higher dividends than BASVX: FWMIX (1.49) vs BASVX (1.05). BASVX was incepted earlier than FWMIX: BASVX (3 years) vs FWMIX (9 years). BASVX (0.77) is less costly to investors than FWMIX (0.26). BASVX (29.00) and FWMIX (29.00) have comparable annual turnover. BASVX (1000000) and FWMIX (1000000) have matching initial minimum investment requirements. BASVX annual gain was more profitable for investors over the last year : 11.33 vs. FWMIX (5.56).
| BASVX | FWMIX | BASVX / FWMIX | |
| Total Expense Ratio | 0.71 | 0.26 | 273% |
| Annual Report Gross Expense Ratio | 0.77 | 0.26 | 296% |
| Fund Existence | 3 years | 9 years | - |
| Gain YTD | 1.526 | 1.535 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 208B | 0% |
| Annual Yield % from dividends | 1.05 | 1.49 | 70% |
| Returns for 1 year | 11.33 | 5.56 | 204% |
| Returns for 3 years | N/A | 30.73 | - |
| Returns for 5 years | N/A | 38.07 | - |
| Returns for 10 years | 55.86 | N/A | - |
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