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LBISX vs RMFEX
LBISX vs RMFEX Comparison
Open Charts LBISX vs RMFEX
BrandywineGLOBAL Div US Large Value IS
Price$19.80
Change-$0.55 (-2.70%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
LBISX vs RMFEX Comparison Chart
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LBISX vs. RMFEX commentary
Dec 19, 2024
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: 98.7B vs. LBISX (209M). RMFEX pays higher dividends than LBISX: RMFEX (1.95) vs LBISX (1.71). LBISX was incepted earlier than RMFEX: LBISX (14 years) vs RMFEX (22 years). LBISX is a more actively managed with annual turnover of: 58.00 vs. RMFEX (25.00). 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 : 12.89 vs. LBISX (11.83). RMFEX return over 5 years is better than : 42.46 vs. LBISX (15.76).
| LBISX | RMFEX | LBISX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 10.757 | 11.693 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 98.7B | 0% |
| Annual Yield % from dividends | 1.71 | 1.95 | 88% |
| Returns for 1 year | 11.83 | 12.89 | 92% |
| Returns for 3 years | 7.50 | 15.13 | 50% |
| Returns for 5 years | 15.76 | 42.46 | 37% |
| Returns for 10 years | 19.21 | 67.84 | 28% |
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