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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$22.38
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets1.6B
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
BAEIX vs RMFEX Comparison Chart
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BAEIX vs. RMFEX commentary
Jan 19, 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: 103B vs. BAEIX (1.6B). 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 : 12.78 vs. BAEIX (-11.86). RMFEX return over 5 years is better than : 39.96 vs. BAEIX (8.98).
| 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 | 3.039 | 2.167 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 103B | 2% |
| Annual Yield % from dividends | 1.15 | 1.95 | 59% |
| Returns for 1 year | -11.86 | 12.78 | -93% |
| Returns for 3 years | -17.05 | 13.63 | -125% |
| Returns for 5 years | 8.98 | 39.96 | 22% |
| Returns for 10 years | 42.10 | 71.41 | 59% |
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