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LBISX vs RMFEX
LBISX vs RMFEX Comparison
Open Charts LBISX vs RMFEX
BrandywineGLOBAL Div US Large Value IS
Price$19.69
Change+$1.19 (+6.43%)
VolumeN/A
Net Assets79.85M
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
LBISX vs RMFEX Comparison Chart
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LBISX vs. RMFEX commentary
Apr 10, 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: 92.2B vs. LBISX (79.9M). LBISX pays higher dividends than RMFEX: LBISX (1.83) vs RMFEX (1.61). 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 : -4.11 vs. LBISX (-8.99). RMFEX return over 5 years is better than : 47.69 vs. LBISX (31.20).
| 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 | -7.546 | -7.620 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.9M | 92.2B | 0% |
| Annual Yield % from dividends | 1.83 | 1.61 | 114% |
| Returns for 1 year | -8.99 | -4.11 | 219% |
| Returns for 3 years | -6.16 | 0.28 | -2,228% |
| Returns for 5 years | 31.20 | 47.69 | 65% |
| Returns for 10 years | 8.15 | 51.93 | 16% |
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