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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$22.13
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.16B
American Funds American Mutual R4
Price$60.46
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets109.9B
BAEIX vs RMFEX Comparison Chart in %
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BAEIX vs. RMFEX commentary
Aug 18, 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: 110B vs. BAEIX (1.16B). RMFEX pays higher dividends than BAEIX: RMFEX (1.51) vs BAEIX (1.06). 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 : 8.10 vs. BAEIX (-19.40). RMFEX return over 5 years is better than : 57.34 vs. BAEIX (15.99).
| 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 | 2.513 | 10.922 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 110B | 1% |
| Annual Yield % from dividends | 1.06 | 1.51 | 70% |
| Returns for 1 year | -19.40 | 8.10 | -240% |
| Returns for 3 years | -18.58 | 23.84 | -78% |
| Returns for 5 years | 15.99 | 57.34 | 28% |
| Returns for 10 years | 35.33 | 86.04 | 41% |
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