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LBSAX vs RMFEX
LBSAX vs RMFEX Comparison
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LBSAX vs RMFEX Comparison Chart in %
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LBSAX vs. RMFEX commentary
Jun 24, 2026
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 LBSAX is a StrongBuy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. LBSAX (47.7B). RMFEX pays higher dividends than LBSAX: RMFEX (1.45) vs LBSAX (1.31). LBSAX was incepted earlier than RMFEX: LBSAX (24 years) vs RMFEX (24 years). LBSAX (0.90) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 30.00 vs. LBSAX (16.00). RMFEX has a lower initial minimum investment than LBSAX: RMFEX (250) vs LBSAX (2000). LBSAX annual gain was more profitable for investors over the last year : 16.83 vs. RMFEX (10.65). LBSAX return over 5 years is better than : 45.73 vs. RMFEX (38.72).
| LBSAX | RMFEX | LBSAX / RMFEX | |
| Total Expense Ratio | 0.90 | 0.62 | 145% |
| Annual Report Gross Expense Ratio | 0.90 | 0.62 | 145% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 8.702 | 6.666 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.7B | 117B | 41% |
| Annual Yield % from dividends | 1.31 | 1.45 | 91% |
| Returns for 1 year | 16.83 | 10.65 | 158% |
| Returns for 3 years | 41.30 | 36.38 | 114% |
| Returns for 5 years | 45.73 | 38.72 | 118% |
| Returns for 10 years | 139.66 | 104.66 | 133% |
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