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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$21.83
Change+$0.19 (+0.88%)
VolumeN/A
Net Assets1.26B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
BAEIX vs RMFEX Comparison Chart
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BAEIX vs. RMFEX commentary
Jun 07, 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: 105B vs. BAEIX (1.26B). RMFEX pays higher dividends than BAEIX: RMFEX (1.58) vs BAEIX (1.30). 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 : 9.37 vs. BAEIX (-19.60). RMFEX return over 5 years is better than : 54.01 vs. BAEIX (15.62).
| 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 | -0.034 | 6.053 | -1% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.26B | 105B | 1% |
| Annual Yield % from dividends | 1.30 | 1.58 | 82% |
| Returns for 1 year | -19.60 | 9.37 | -209% |
| Returns for 3 years | -17.74 | 18.90 | -94% |
| Returns for 5 years | 15.62 | 54.01 | 29% |
| Returns for 10 years | 32.16 | 77.06 | 42% |
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