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BAEIX vs RMEBX
BAEIX vs RMEBX Comparison
Open Charts BAEIX vs RMEBX
Sterling Capital Equity Income A
Price$20.91
Change+$0.27 (+1.31%)
VolumeN/A
Net Assets1.31B
American Funds American Mutual R2E
Price$53.26
Change+$0.76 (+1.45%)
VolumeN/A
Net Assets95.8B
BAEIX vs RMEBX Comparison Chart
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BAEIX vs. RMEBX commentary
Apr 12, 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 BAEIX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 95.8B vs. BAEIX (1.31B). BAEIX pays higher dividends than RMEBX: BAEIX (1.28) vs RMEBX (1.18). BAEIX was incepted earlier than RMEBX: BAEIX (21 years) vs RMEBX (11 years). BAEIX (1.08) and RMEBX (1.07) have similar cost to investors . BAEIX is a more actively managed with annual turnover of: 39.43 vs. RMEBX (31.00). RMEBX has a lower initial minimum investment than BAEIX: RMEBX (250) vs BAEIX (1000). RMEBX annual gain was more profitable for investors over the last year : 1.74 vs. BAEIX (-22.30). RMEBX return over 5 years is better than : 52.21 vs. BAEIX (26.53).
| BAEIX | RMEBX | BAEIX / RMEBX | |
| Total Expense Ratio | 1.08 | 1.07 | 101% |
| Annual Report Gross Expense Ratio | 1.08 | 1.07 | 101% |
| Fund Existence | 21 years | 11 years | - |
| Gain YTD | -4.654 | -2.724 | 171% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 95.8B | 1% |
| Annual Yield % from dividends | 1.28 | 1.18 | 108% |
| Returns for 1 year | -22.30 | 1.74 | -1,280% |
| Returns for 3 years | -22.95 | 5.82 | -394% |
| Returns for 5 years | 26.53 | 52.21 | 51% |
| Returns for 10 years | 26.58 | 53.41 | 50% |
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