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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
Aug 23, 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 Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. LBSAX (49.1B). RMFEX pays higher dividends than LBSAX: RMFEX (1.41) vs LBSAX (1.24). 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 : 16.00 vs. RMFEX (9.52). LBSAX return over 5 years is better than : 45.61 vs. RMFEX (38.89).
| 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 | 13.594 | 10.681 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 250 | 800% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.1B | 118B | 42% |
| Annual Yield % from dividends | 1.24 | 1.41 | 88% |
| Returns for 1 year | 16.00 | 9.52 | 168% |
| Returns for 3 years | 44.03 | 40.18 | 110% |
| Returns for 5 years | 45.61 | 38.89 | 117% |
| Returns for 10 years | 137.31 | 100.46 | 137% |
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