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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$21.84
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.2B
American Funds American Mutual R4
Price$59.82
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets108.64B
BAEIX vs RMFEX Comparison Chart in %
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BAEIX vs. RMFEX commentary
Jul 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BAEIX (1.2B). RMFEX pays higher dividends than BAEIX: RMFEX (1.53) vs BAEIX (1.05). 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 : 8.56 vs. BAEIX (-20.47). RMFEX return over 5 years is better than : 59.61 vs. BAEIX (18.12).
| 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 | 0.753 | 9.748 | 8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 109B | 1% |
| Annual Yield % from dividends | 1.05 | 1.53 | 69% |
| Returns for 1 year | -20.47 | 8.56 | -239% |
| Returns for 3 years | -11.95 | 33.00 | -36% |
| Returns for 5 years | 18.12 | 59.61 | 30% |
| Returns for 10 years | 31.90 | 82.98 | 38% |
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