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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$22.17
Change-$0.30 (-1.34%)
VolumeN/A
Net Assets1.53B
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
BAEIX vs RMFEX Comparison Chart
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BAEIX vs. RMFEX commentary
Feb 23, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. BAEIX (1.53B). RMFEX pays higher dividends than BAEIX: RMFEX (1.95) vs BAEIX (1.15). BAEIX was incepted earlier than RMFEX: BAEIX (21 years) vs RMFEX (23 years). BAEIX is a more actively managed with annual turnover of: 39.43 vs. RMFEX (25.00). 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 : 11.37 vs. BAEIX (-15.13). RMFEX return over 5 years is better than : 43.97 vs. BAEIX (11.60).
| BAEIX | RMFEX | BAEIX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 3.453 | 4.880 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 105B | 1% |
| Annual Yield % from dividends | 1.15 | 1.95 | 59% |
| Returns for 1 year | -15.13 | 11.37 | -133% |
| Returns for 3 years | -13.55 | 20.81 | -65% |
| Returns for 5 years | 11.60 | 43.97 | 26% |
| Returns for 10 years | 38.18 | 71.03 | 54% |
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