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LBISX vs RMFEX
LBISX vs RMFEX Comparison
Open Charts LBISX vs RMFEX
BrandywineGLOBAL Div US Large Value IS
Price$21.20
Change+$0.13 (+0.62%)
VolumeN/A
Net Assets215.69M
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
LBISX vs RMFEX Comparison Chart
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LBISX vs. RMFEX commentary
Jan 31, 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: 105B vs. LBISX (216M). RMFEX pays higher dividends than LBISX: RMFEX (1.95) vs LBISX (1.71). LBISX was incepted earlier than RMFEX: LBISX (14 years) vs RMFEX (23 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 : 14.15 vs. LBISX (12.75). RMFEX return over 5 years is better than : 47.35 vs. LBISX (23.71).
| LBISX | RMFEX | LBISX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 5.297 | 4.534 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 105B | 0% |
| Annual Yield % from dividends | 1.71 | 1.95 | 88% |
| Returns for 1 year | 12.75 | 14.15 | 90% |
| Returns for 3 years | 9.45 | 17.09 | 55% |
| Returns for 5 years | 23.71 | 47.35 | 50% |
| Returns for 10 years | 28.21 | 76.58 | 37% |
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