Interact to see
Advertisement
Advertisement
LBISX vs RMFEX
LBISX vs RMFEX Comparison
Open Charts LBISX vs RMFEX
BrandywineGLOBAL Div US Large Value IS
Price$21.50
Change+$0.18 (+0.84%)
VolumeN/A
Net Assets92.3M
American Funds American Mutual R4
Price$60.00
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets108.45B
LBISX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBISX vs. RMFEX commentary
Aug 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. LBISX (92.3M). LBISX pays higher dividends than RMFEX: LBISX (1.78) vs RMFEX (1.51). 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 : 10.17 vs. LBISX (3.98). RMFEX return over 5 years is better than : 57.34 vs. LBISX (37.98).
| 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 | 6.547 | 10.078 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.3M | 108B | 0% |
| Annual Yield % from dividends | 1.78 | 1.51 | 118% |
| Returns for 1 year | 3.98 | 10.17 | 39% |
| Returns for 3 years | 16.88 | 27.15 | 62% |
| Returns for 5 years | 37.98 | 57.34 | 66% |
| Returns for 10 years | 25.14 | 85.69 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement