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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$22.21
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets1.11B
American Funds American Mutual R4
Price$60.78
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets109.46B
BAEIX vs RMFEX Comparison Chart in %
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BAEIX vs. RMFEX commentary
Sep 09, 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 BAEIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BAEIX (1.11B). RMFEX pays higher dividends than BAEIX: RMFEX (1.49) vs BAEIX (1.03). BAEIX was incepted earlier than RMFEX: BAEIX (21 years) vs RMFEX (23 years). BAEIX (1.08) is less costly to investors than RMFEX (0.62). BAEIX is a more actively managed with annual turnover of: 41.82 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BAEIX: RMFEX (250) vs BAEIX (1000). RMFEX annual gain was more profitable for investors over the last year : 9.04 vs. BAEIX (-19.34). RMFEX return over 5 years is better than : 59.15 vs. BAEIX (16.58).
| BAEIX | RMFEX | BAEIX / RMFEX | |
| Total Expense Ratio | 1.08 | 0.62 | 174% |
| Annual Report Gross Expense Ratio | 1.08 | 0.62 | 174% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.884 | 11.509 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 109B | 1% |
| Annual Yield % from dividends | 1.03 | 1.49 | 70% |
| Returns for 1 year | -19.34 | 9.04 | -214% |
| Returns for 3 years | -14.48 | 29.19 | -50% |
| Returns for 5 years | 16.58 | 59.15 | 28% |
| Returns for 10 years | 45.86 | 99.86 | 46% |
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