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LBDRX vs RMFEX
LBDRX vs RMFEX Comparison
Open Charts LBDRX vs RMFEX
BrandywineGLOBAL Div US Large Value R
Price$19.89
Change-$0.84 (-4.05%)
VolumeN/A
Net Assets89.4M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
LBDRX vs RMFEX Comparison Chart
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LBDRX vs. RMFEX commentary
Apr 04, 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 LBDRX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LBDRX (89.4M). RMFEX pays higher dividends than LBDRX: RMFEX (1.61) vs LBDRX (1.25). LBDRX was incepted earlier than RMFEX: LBDRX (11 years) vs RMFEX (23 years). LBDRX (1.52) is less costly to investors than RMFEX (0.62). LBDRX is a more actively managed with annual turnover of: 75.00 vs. RMFEX (31.00). LBDRX has a lower initial minimum investment than RMFEX: LBDRX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. LBDRX (1.15). RMFEX return over 5 years is better than : 78.86 vs. LBDRX (62.41).
| LBDRX | RMFEX | LBDRX / RMFEX | |
| Total Expense Ratio | 1.40 | 0.62 | 226% |
| Annual Report Gross Expense Ratio | 1.52 | 0.62 | 245% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.650 | 2.891 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 103B | 0% |
| Annual Yield % from dividends | 1.25 | 1.61 | 78% |
| Returns for 1 year | 1.15 | 7.10 | 16% |
| Returns for 3 years | 4.48 | 12.51 | 36% |
| Returns for 5 years | 62.41 | 78.86 | 79% |
| Returns for 10 years | 17.39 | 70.99 | 24% |
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