Interact to see
Advertisement
Advertisement
BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$21.98
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets1.09B
American Funds American Mutual R4
Price$61.62
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets110.88B
BAEIX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BAEIX vs. RMFEX commentary
Sep 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. BAEIX (1.09B). RMFEX pays higher dividends than BAEIX: RMFEX (1.49) vs BAEIX (1.03). 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 : 7.10 vs. BAEIX (-21.89). RMFEX return over 5 years is better than : 61.31 vs. BAEIX (15.65).
| 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 | 1.957 | 13.050 | 15% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 111B | 1% |
| Annual Yield % from dividends | 1.03 | 1.49 | 70% |
| Returns for 1 year | -21.89 | 7.10 | -308% |
| Returns for 3 years | -11.96 | 35.20 | -34% |
| Returns for 5 years | 15.65 | 61.31 | 26% |
| Returns for 10 years | 44.96 | 103.92 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement