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BBISX vs RMFEX
BBISX vs RMFEX Comparison
Open Charts BBISX vs RMFEX
Sterling Capital Behav Lg Cp Val Eq
Price$34.90
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets47.8M
American Funds American Mutual R4
Price$62.48
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets112.47B
BBISX vs RMFEX Comparison Chart in %
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BBISX vs. RMFEX commentary
Oct 06, 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 BBISX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BBISX (47.8M). BBISX pays higher dividends than RMFEX: BBISX (1.61) vs RMFEX (1.46). BBISX was incepted earlier than RMFEX: BBISX (33 years) vs RMFEX (23 years). BBISX (0.78) is less costly to investors than RMFEX (0.62). BBISX is a more actively managed with annual turnover of: 99.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BBISX: RMFEX (250) vs BBISX (1000000). BBISX annual gain was more profitable for investors over the last year : 18.61 vs. RMFEX (8.26). BBISX return over 5 years is better than : 125.06 vs. RMFEX (66.04).
| BBISX | RMFEX | BBISX / RMFEX | |
| Total Expense Ratio | 0.78 | 0.62 | 126% |
| Annual Report Gross Expense Ratio | 0.78 | 0.62 | 126% |
| Fund Existence | 33 years | 23 years | - |
| Gain YTD | 17.520 | 15.028 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.8M | 112B | 0% |
| Annual Yield % from dividends | 1.61 | 1.46 | 110% |
| Returns for 1 year | 18.61 | 8.26 | 225% |
| Returns for 3 years | 70.95 | 39.84 | 178% |
| Returns for 5 years | 125.06 | 66.04 | 189% |
| Returns for 10 years | 148.52 | 105.33 | 141% |
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