Interact to see
Advertisement
Advertisement
LBISX vs RMFEX
LBISX vs RMFEX Comparison
Open Charts LBISX vs RMFEX
BrandywineGLOBAL Div US Large Value IS
Price$22.41
Change+$0.13 (+0.58%)
VolumeN/A
Net Assets96.94M
American Funds American Mutual R4
Price$61.47
Change-$0.15 (-0.24%)
VolumeN/A
Net Assets110.88B
LBISX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBISX vs. RMFEX commentary
Sep 18, 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: 111B vs. LBISX (96.9M). LBISX pays higher dividends than RMFEX: LBISX (1.72) vs RMFEX (1.49). 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 : 7.44 vs. LBISX (3.22). RMFEX return over 5 years is better than : 62.65 vs. LBISX (44.36).
| 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 | 11.344 | 13.168 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 111B | 0% |
| Annual Yield % from dividends | 1.72 | 1.49 | 115% |
| Returns for 1 year | 3.22 | 7.44 | 43% |
| Returns for 3 years | 25.53 | 35.34 | 72% |
| Returns for 5 years | 44.36 | 62.65 | 71% |
| Returns for 10 years | 40.72 | 104.13 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers