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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$21.65
Change-$0.52 (-2.35%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
BAEIX vs RMFEX Comparison Chart
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BAEIX vs. RMFEX commentary
Dec 19, 2024
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: 98.7B vs. BAEIX (1.62B). RMFEX pays higher dividends than BAEIX: RMFEX (1.95) vs BAEIX (1.15). BAEIX was incepted earlier than RMFEX: BAEIX (20 years) vs RMFEX (22 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 : 12.89 vs. BAEIX (-12.93). RMFEX return over 5 years is better than : 42.46 vs. BAEIX (9.91).
| BAEIX | RMFEX | BAEIX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | -14.106 | 11.693 | -121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 98.7B | 2% |
| Annual Yield % from dividends | 1.15 | 1.95 | 59% |
| Returns for 1 year | -12.93 | 12.89 | -100% |
| Returns for 3 years | -17.06 | 15.13 | -113% |
| Returns for 5 years | 9.91 | 42.46 | 23% |
| Returns for 10 years | 38.75 | 67.84 | 57% |
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