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BBISX vs RMFEX
BBISX vs RMFEX Comparison
Open Charts BBISX vs RMFEX
Sterling Capital Behav Lg Cp Val Eq
Price$29.90
Change-$1.37 (-4.38%)
VolumeN/A
Net Assets37.53M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
BBISX vs RMFEX Comparison Chart
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BBISX vs. RMFEX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. BBISX (37.5M). BBISX pays higher dividends than RMFEX: BBISX (1.76) vs RMFEX (1.61). 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: 110.98 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 : 11.09 vs. RMFEX (7.10). BBISX return over 5 years is better than : 146.40 vs. RMFEX (78.86).
| 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 | 4.436 | 2.891 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.5M | 103B | 0% |
| Annual Yield % from dividends | 1.76 | 1.61 | 109% |
| Returns for 1 year | 11.09 | 7.10 | 156% |
| Returns for 3 years | 33.60 | 12.51 | 269% |
| Returns for 5 years | 146.40 | 78.86 | 186% |
| Returns for 10 years | 109.76 | 70.99 | 155% |
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