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BEGIX vs RMFEX
BEGIX vs RMFEX Comparison
Open Charts BEGIX vs RMFEX
Sterling Capital Equity Income Instl
Price$21.94
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets1.24B
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
BEGIX vs RMFEX Comparison Chart in %
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BEGIX vs. RMFEX commentary
Jun 27, 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 BEGIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. BEGIX (1.24B). RMFEX (1.58) and BEGIX (1.53) have matching dividends . BEGIX was incepted earlier than RMFEX: BEGIX (21 years) vs RMFEX (23 years). BEGIX (0.83) is less costly to investors than RMFEX (0.62). BEGIX is a more actively managed with annual turnover of: 41.82 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BEGIX: RMFEX (250) vs BEGIX (1000000). RMFEX annual gain was more profitable for investors over the last year : 9.98 vs. BEGIX (-18.65). RMFEX return over 5 years is better than : 66.41 vs. BEGIX (27.06).
| BEGIX | RMFEX | BEGIX / RMFEX | |
| Total Expense Ratio | 0.83 | 0.62 | 134% |
| Annual Report Gross Expense Ratio | 0.83 | 0.62 | 134% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 0.489 | 7.546 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24B | 106B | 1% |
| Annual Yield % from dividends | 1.53 | 1.58 | 97% |
| Returns for 1 year | -18.65 | 9.98 | -187% |
| Returns for 3 years | -13.21 | 27.58 | -48% |
| Returns for 5 years | 27.06 | 66.41 | 41% |
| Returns for 10 years | 37.51 | 82.97 | 45% |
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