Interact to see
Advertisement
Advertisement
BEGIX vs RMFEX
BEGIX vs RMFEX Comparison
Open Charts BEGIX vs RMFEX
Sterling Capital Equity Income Instl
Price$21.65
Change-$0.36 (-1.64%)
VolumeN/A
Net Assets1.31B
American Funds American Mutual R4
Price$56.52
Change-$0.83 (-1.45%)
VolumeN/A
Net Assets104.75B
BEGIX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BEGIX vs. RMFEX commentary
May 22, 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: 105B vs. BEGIX (1.31B). RMFEX pays higher dividends than BEGIX: RMFEX (1.65) vs BEGIX (1.56). 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: 39.43 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 : 5.60 vs. BEGIX (-19.73). RMFEX return over 5 years is better than : 62.10 vs. BEGIX (30.81).
| 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 | 1.225 | 3.311 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 105B | 1% |
| Annual Yield % from dividends | 1.56 | 1.65 | 95% |
| Returns for 1 year | -19.73 | 5.60 | -352% |
| Returns for 3 years | -12.05 | 21.59 | -56% |
| Returns for 5 years | 30.81 | 62.10 | 50% |
| Returns for 10 years | 34.51 | 68.42 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement