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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$21.01
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets924.34M
American Funds American Mutual R4
Price$61.42
Change+$0.09 (+0.15%)
VolumeN/A
Net Assets109.8B
BAEIX vs RMFEX Comparison Chart in %
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BAEIX vs. RMFEX commentary
Nov 20, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. BAEIX (924M). RMFEX pays higher dividends than BAEIX: RMFEX (1.46) vs BAEIX (1.00). BAEIX was incepted earlier than RMFEX: BAEIX (21 years) vs RMFEX (23 years). BAEIX (1.08) is less costly to investors than RMFEX (0.62). BAEIX is a more actively managed with annual turnover of: 41.82 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BAEIX: RMFEX (250) vs BAEIX (1000). RMFEX annual gain was more profitable for investors over the last year : 6.34 vs. BAEIX (-24.68). RMFEX return over 5 years is better than : 55.02 vs. BAEIX (2.71).
| BAEIX | RMFEX | BAEIX / RMFEX | |
| Total Expense Ratio | 1.08 | 0.62 | 174% |
| Annual Report Gross Expense Ratio | 1.08 | 0.62 | 174% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -2.119 | 13.076 | -16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 924M | 110B | 1% |
| Annual Yield % from dividends | 1.00 | 1.46 | 68% |
| Returns for 1 year | -24.68 | 6.34 | -390% |
| Returns for 3 years | -20.00 | 29.13 | -69% |
| Returns for 5 years | 2.71 | 55.02 | 5% |
| Returns for 10 years | 35.03 | 92.11 | 38% |
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