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BEGIX vs RMFEX
BEGIX vs RMFEX Comparison
Open Charts BEGIX vs RMFEX
Sterling Capital Equity Income Instl
Price$22.24
Change+$0.20 (+0.91%)
VolumeN/A
Net Assets1.06B
American Funds American Mutual R4
Price$61.64
Change+$0.38 (+0.62%)
VolumeN/A
Net Assets110.43B
BEGIX vs RMFEX Comparison Chart in %
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BEGIX vs. RMFEX commentary
Sep 27, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. BEGIX (1.06B). RMFEX pays higher dividends than BEGIX: RMFEX (1.49) vs BEGIX (1.25). 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: 41.82 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 : 6.73 vs. BEGIX (-20.96). RMFEX return over 5 years is better than : 65.70 vs. BEGIX (21.64).
| 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 | 2.630 | 13.481 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 110B | 1% |
| Annual Yield % from dividends | 1.25 | 1.49 | 84% |
| Returns for 1 year | -20.96 | 6.73 | -311% |
| Returns for 3 years | -5.32 | 43.42 | -12% |
| Returns for 5 years | 21.64 | 65.70 | 33% |
| Returns for 10 years | 56.10 | 111.76 | 50% |
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