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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$21.60
Change-$0.23 (-1.05%)
VolumeN/A
Net Assets1.25B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
BAEIX vs RMFEX Comparison Chart
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BAEIX vs. RMFEX commentary
Jun 16, 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: 106B vs. BAEIX (1.25B). RMFEX pays higher dividends than BAEIX: RMFEX (1.58) vs BAEIX (1.30). 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: 39.43 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 : 9.03 vs. BAEIX (-19.25). RMFEX return over 5 years is better than : 62.32 vs. BAEIX (21.92).
| 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 | -0.219 | 6.152 | -4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 106B | 1% |
| Annual Yield % from dividends | 1.30 | 1.58 | 82% |
| Returns for 1 year | -19.25 | 9.03 | -213% |
| Returns for 3 years | -10.11 | 29.63 | -34% |
| Returns for 5 years | 21.92 | 62.32 | 35% |
| Returns for 10 years | 31.24 | 76.27 | 41% |
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