LBWAX
Price
$24.21
Change
-$0.01 (-0.04%)
Updated
Jul 31 closing price
Net Assets
116.54M
RMFCX
Price
$64.05
Change
+$0.03 (+0.05%)
Updated
Jul 31 closing price
Net Assets
118.05B
Interact to see
Advertisement

LBWAX vs RMFCX

LBWAX vs RMFCX Comparison Chart in %
View a ticker or compare two or three
VS
LBWAX vs. RMFCX commentary
Aug 03, 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 LBWAX is a Hold and RMFCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 118B vs. LBWAX (117M). LBWAX pays higher dividends than RMFCX: LBWAX (1.25) vs RMFCX (1.15). LBWAX was incepted earlier than RMFCX: LBWAX (16 years) vs RMFCX (24 years). LBWAX (1.24) is less costly to investors than RMFCX (0.91). LBWAX is a more actively managed with annual turnover of: 57.00 vs. RMFCX (30.00). RMFCX has a lower initial minimum investment than LBWAX: RMFCX (250) vs LBWAX (1000). LBWAX annual gain was more profitable for investors over the last year : 15.30 vs. RMFCX (9.09). RMFCX return over 5 years is better than : 37.08 vs. LBWAX (18.62).
LBWAXRMFCXLBWAX / RMFCX
Total Expense Ratio1.160.91127%
Annual Report Gross Expense Ratio1.240.91136%
Fund Existence16 years24 years-
Gain YTD16.2279.496171%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets117M118B0%
Annual Yield % from dividends1.251.15109%
Returns for 1 year15.309.09168%
Returns for 3 years36.6633.16111%
Returns for 5 years18.6237.0850%
Returns for 10 years49.4892.3654%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RNGCX79.120.91
+1.16%
American Funds New Economy R-3
MBERX33.650.05
+0.15%
NYLI Balanced Class R6
IAUYX29.060.01
+0.03%
Invesco Dividend Income Y
WSMNX26.92-0.04
-0.15%
William Blair Small-Mid Cap Growth N
BNUEX13.77-0.12
-0.86%
UBS International Sustainable Equity P