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LBISX vs RMFEX
LBISX vs RMFEX Comparison
Open Charts LBISX vs RMFEX
BrandywineGLOBAL Div US Large Value IS
Price$22.51
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets97.67M
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
LBISX vs RMFEX Comparison Chart in %
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LBISX vs. RMFEX commentary
Oct 09, 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 LBISX is a Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. LBISX (97.7M). LBISX pays higher dividends than RMFEX: LBISX (1.69) vs RMFEX (1.46). LBISX was incepted earlier than RMFEX: LBISX (15 years) vs RMFEX (23 years). LBISX (0.76) is less costly to investors than RMFEX (0.62). LBISX is a more actively managed with annual turnover of: 75.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LBISX: RMFEX (250) vs LBISX (1000000). RMFEX annual gain was more profitable for investors over the last year : 8.45 vs. LBISX (3.25). RMFEX return over 5 years is better than : 61.73 vs. LBISX (42.40).
| LBISX | RMFEX | LBISX / RMFEX | |
| Total Expense Ratio | 0.70 | 0.62 | 113% |
| Annual Report Gross Expense Ratio | 0.76 | 0.62 | 123% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 12.694 | 15.028 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 113B | 0% |
| Annual Yield % from dividends | 1.69 | 1.46 | 116% |
| Returns for 1 year | 3.25 | 8.45 | 38% |
| Returns for 3 years | 32.78 | 44.96 | 73% |
| Returns for 5 years | 42.40 | 61.73 | 69% |
| Returns for 10 years | 37.80 | 101.65 | 37% |
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