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BEGIX vs RMFEX
BEGIX vs RMFEX Comparison
Open Charts BEGIX vs RMFEX
Sterling Capital Equity Income Instl
Price$22.28
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets1.25B
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
BEGIX vs RMFEX Comparison Chart in %
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BEGIX vs. RMFEX commentary
Jul 07, 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 BEGIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. BEGIX (1.25B). RMFEX pays higher dividends than BEGIX: RMFEX (1.53) vs BEGIX (1.27). BEGIX was incepted earlier than RMFEX: BEGIX (21 years) vs RMFEX (23 years). BEGIX (0.83) is less costly to investors than RMFEX (0.62). BEGIX is a more actively managed with annual turnover of: 39.43 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than BEGIX: RMFEX (250) vs BEGIX (1000000). RMFEX annual gain was more profitable for investors over the last year : 11.81 vs. BEGIX (-16.31). RMFEX return over 5 years is better than : 64.33 vs. BEGIX (26.07).
| BEGIX | RMFEX | BEGIX / RMFEX | |
| Total Expense Ratio | 0.83 | 0.62 | 134% |
| Annual Report Gross Expense Ratio | 0.83 | 0.62 | 134% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.814 | 9.748 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.25B | 109B | 1% |
| Annual Yield % from dividends | 1.27 | 1.53 | 83% |
| Returns for 1 year | -16.31 | 11.81 | -138% |
| Returns for 3 years | -10.60 | 30.45 | -35% |
| Returns for 5 years | 26.07 | 64.33 | 41% |
| Returns for 10 years | 40.77 | 86.20 | 47% |
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