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BASVX vs RMFEX
BASVX vs RMFEX Comparison
Open Charts BASVX vs RMFEX
Brown Advisory Sustainable Val Inst
Price$14.64
Change+$0.33 (+2.31%)
VolumeN/A
Net Assets184.59M
American Funds American Mutual R4
Price$60.55
Change-$1.72 (-2.76%)
VolumeN/A
Net Assets111.52B
BASVX vs RMFEX Comparison Chart in %
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BASVX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BASVX (185M). RMFEX pays higher dividends than BASVX: RMFEX (1.50) vs BASVX (1.05). BASVX was incepted earlier than RMFEX: BASVX (3 years) vs RMFEX (24 years). BASVX (0.77) is less costly to investors than RMFEX (0.62). RMFEX (30.00) and BASVX (29.00) have comparable annual turnover. RMFEX has a lower initial minimum investment than BASVX: RMFEX (250) vs BASVX (1000000). BASVX annual gain was more profitable for investors over the last year : 11.33 vs. RMFEX (7.80).
| BASVX | RMFEX | BASVX / RMFEX | |
| Total Expense Ratio | 0.71 | 0.62 | 115% |
| Annual Report Gross Expense Ratio | 0.77 | 0.62 | 124% |
| Fund Existence | 3 years | 24 years | - |
| Gain YTD | 1.526 | 2.280 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 112B | 0% |
| Annual Yield % from dividends | 1.05 | 1.50 | 70% |
| Returns for 1 year | 11.33 | 7.80 | 145% |
| Returns for 3 years | N/A | 29.96 | - |
| Returns for 5 years | N/A | 46.45 | - |
| Returns for 10 years | 55.86 | 114.19 | 49% |
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