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LBISX vs RMFEX
LBISX vs RMFEX Comparison
Open Charts LBISX vs RMFEX
BrandywineGLOBAL Div US Large Value IS
Price$21.11
Change-$0.32 (-1.49%)
VolumeN/A
Net Assets92.63M
American Funds American Mutual R4
Price$59.66
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
LBISX vs RMFEX Comparison Chart in %
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LBISX vs. RMFEX commentary
Jul 17, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. LBISX (92.6M). LBISX pays higher dividends than RMFEX: LBISX (1.80) vs RMFEX (1.53). 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 : 8.17 vs. LBISX (3.97). RMFEX return over 5 years is better than : 59.19 vs. LBISX (41.53).
| 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 | 7.096 | 9.454 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.6M | 108B | 0% |
| Annual Yield % from dividends | 1.80 | 1.53 | 118% |
| Returns for 1 year | 3.97 | 8.17 | 49% |
| Returns for 3 years | 22.77 | 31.60 | 72% |
| Returns for 5 years | 41.53 | 59.19 | 70% |
| Returns for 10 years | 23.02 | 82.54 | 28% |
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