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BASVX vs RMFEX
BASVX vs RMFEX Comparison
Open Charts BASVX vs RMFEX
Brown Advisory Sustainable Val Inst
Price$14.29
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets174.13M
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
BASVX vs RMFEX Comparison Chart in %
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BASVX vs. RMFEX commentary
Oct 19, 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 BASVX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. BASVX (174M). RMFEX pays higher dividends than BASVX: RMFEX (1.46) vs BASVX (0.87). BASVX was incepted earlier than RMFEX: BASVX (3 years) vs RMFEX (23 years). BASVX (0.82) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. BASVX (29.00). 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 : 6.96 vs. RMFEX (5.28).
| BASVX | RMFEX | BASVX / RMFEX | |
| Total Expense Ratio | 0.71 | 0.62 | 115% |
| Annual Report Gross Expense Ratio | 0.82 | 0.62 | 132% |
| Fund Existence | 3 years | 23 years | - |
| Gain YTD | 12.343 | 13.941 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 174M | 111B | 0% |
| Annual Yield % from dividends | 0.87 | 1.46 | 60% |
| Returns for 1 year | 6.96 | 5.28 | 132% |
| Returns for 3 years | N/A | 40.09 | - |
| Returns for 5 years | N/A | 59.52 | - |
| Returns for 10 years | 46.53 | 98.84 | 47% |
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