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LBISX vs RMFEX
LBISX vs RMFEX Comparison
Open Charts LBISX vs RMFEX
BrandywineGLOBAL Div US Large Value IS
Price$20.10
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets88.36M
American Funds American Mutual R4
Price$55.34
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets101.1B
LBISX vs RMFEX Comparison Chart
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LBISX vs. RMFEX commentary
May 11, 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: 101B vs. LBISX (88.4M). LBISX pays higher dividends than RMFEX: LBISX (1.91) vs RMFEX (1.65). 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 : 4.72 vs. LBISX (-0.35). RMFEX return over 5 years is better than : 58.22 vs. LBISX (42.42).
| 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 | 0.550 | 1.154 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.4M | 101B | 0% |
| Annual Yield % from dividends | 1.91 | 1.65 | 116% |
| Returns for 1 year | -0.35 | 4.72 | -7% |
| Returns for 3 years | 9.17 | 18.36 | 50% |
| Returns for 5 years | 42.42 | 58.22 | 73% |
| Returns for 10 years | 16.84 | 66.67 | 25% |
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