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BAEIX vs RMFEX
BAEIX vs RMFEX Comparison
Open Charts BAEIX vs RMFEX
Sterling Capital Equity Income A
Price$21.67
Change+$0.13 (+0.60%)
VolumeN/A
Net Assets977.26M
American Funds American Mutual R4
Price$62.68
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets112.07B
BAEIX vs RMFEX Comparison Chart in %
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BAEIX vs. RMFEX commentary
Nov 14, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. BAEIX (977M). RMFEX pays higher dividends than BAEIX: RMFEX (1.46) vs BAEIX (1.00). 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 : 7.02 vs. BAEIX (-24.07). RMFEX return over 5 years is better than : 57.30 vs. BAEIX (4.82).
| 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 | 0.620 | 15.396 | 4% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 112B | 1% |
| Annual Yield % from dividends | 1.00 | 1.46 | 68% |
| Returns for 1 year | -24.07 | 7.02 | -343% |
| Returns for 3 years | -17.40 | 31.78 | -55% |
| Returns for 5 years | 4.82 | 57.30 | 8% |
| Returns for 10 years | 41.60 | 101.84 | 41% |
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