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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$17.40
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets770.38M
American Funds American Mutual R4
Price$59.73
Change+$0.23 (+0.39%)
VolumeN/A
Net Assets111.8B
BAEIX vs RMFEX Comparison Chart in %
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BAEIX vs. RMFEX commentary
Dec 26, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BAEIX (770M). RMFEX pays higher dividends than BAEIX: RMFEX (1.43) vs BAEIX (0.99). BAEIX was incepted earlier than RMFEX: BAEIX (22 years) vs RMFEX (24 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 : 8.33 vs. BAEIX (-19.98). RMFEX return over 5 years is better than : 48.36 vs. BAEIX (-18.53).
| BAEIX | RMFEX | BAEIX / RMFEX | |
| Total Expense Ratio | 1.08 | 0.62 | 174% |
| Annual Report Gross Expense Ratio | 1.08 | 0.62 | 174% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -19.207 | 9.965 | -193% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 770M | 112B | 1% |
| Annual Yield % from dividends | 0.99 | 1.43 | 69% |
| Returns for 1 year | -19.98 | 8.33 | -240% |
| Returns for 3 years | -29.27 | 30.01 | -98% |
| Returns for 5 years | -18.53 | 48.36 | -38% |
| Returns for 10 years | 21.36 | 99.29 | 22% |