LBWAX
Price
$22.90
Change
+$0.10 (+0.44%)
Updated
Jun 2 closing price
Net Assets
108.68M
RMFCX
Price
$62.47
Change
+$0.39 (+0.63%)
Updated
Jun 2 closing price
Net Assets
114.65B
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LBWAX vs RMFCX

Header iconLBWAX vs RMFCX Comparison
Open Charts LBWAX vs RMFCXBanner chart's image
LBWAX vs RMFCX Comparison Chart in %
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LBWAX vs. RMFCX commentary
Jun 04, 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 Hold.

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FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 115B vs. LBWAX (109M). LBWAX pays higher dividends than RMFCX: LBWAX (1.31) vs RMFCX (1.19). 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 : 13.54 vs. RMFCX (10.10). RMFCX return over 5 years is better than : 33.85 vs. LBWAX (6.38).
LBWAXRMFCXLBWAX / RMFCX
Total Expense Ratio1.160.91127%
Annual Report Gross Expense Ratio1.240.91136%
Fund Existence16 years24 years-
Gain YTD9.4585.845162%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets109M115B0%
Annual Yield % from dividends1.311.19111%
Returns for 1 year13.5410.10134%
Returns for 3 years38.3434.65111%
Returns for 5 years6.3833.8519%
Returns for 10 years42.4191.4646%
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