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BCVCX vs RMFEX
BCVCX vs RMFEX Comparison
Open Charts BCVCX vs RMFEX
Sterling Capital Behav Lg Cp Val Eq C
Price$28.47
Change-$0.26 (-0.90%)
VolumeN/A
Net Assets36.5M
American Funds American Mutual R4
Price$54.78
Change-$0.46 (-0.83%)
VolumeN/A
Net Assets100.59B
BCVCX vs RMFEX Comparison Chart
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BCVCX vs. RMFEX commentary
Mar 14, 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 BCVCX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. BCVCX (36.5M). RMFEX pays higher dividends than BCVCX: RMFEX (1.56) vs BCVCX (0.99). BCVCX was incepted earlier than RMFEX: BCVCX (24 years) vs RMFEX (23 years). BCVCX (1.78) is less costly to investors than RMFEX (0.62). BCVCX is a more actively managed with annual turnover of: 110.98 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BCVCX: RMFEX (250) vs BCVCX (1000). BCVCX annual gain was more profitable for investors over the last year : 10.33 vs. RMFEX (5.34). BCVCX return over 5 years is better than : 101.27 vs. RMFEX (66.89).
| BCVCX | RMFEX | BCVCX / RMFEX | |
| Total Expense Ratio | 1.78 | 0.62 | 287% |
| Annual Report Gross Expense Ratio | 1.78 | 0.62 | 287% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 0.559 | 0.971 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5M | 101B | 0% |
| Annual Yield % from dividends | 0.99 | 1.56 | 63% |
| Returns for 1 year | 10.33 | 5.34 | 193% |
| Returns for 3 years | 29.23 | 16.46 | 178% |
| Returns for 5 years | 101.27 | 66.89 | 151% |
| Returns for 10 years | 84.77 | 70.84 | 120% |