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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$20.91
Change+$0.27 (+1.31%)
VolumeN/A
Net Assets1.31B
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets95.8B
BAEIX vs RMFEX Comparison Chart
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BAEIX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 95.8B vs. BAEIX (1.31B). RMFEX pays higher dividends than BAEIX: RMFEX (1.61) vs BAEIX (1.28). 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: 39.43 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 : 2.21 vs. BAEIX (-22.30). RMFEX return over 5 years is better than : 55.72 vs. BAEIX (26.53).
| 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 | -4.654 | -2.593 | 179% |
| 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 | 1.61 | 79% |
| Returns for 1 year | -22.30 | 2.21 | -1,007% |
| Returns for 3 years | -22.95 | 7.26 | -316% |
| Returns for 5 years | 26.53 | 55.72 | 48% |
| Returns for 10 years | 26.58 | 60.75 | 44% |
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