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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEX
BrandywineGLOBAL Div US Large Value A
Price$20.34
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets88.23M
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.22B
LBWAX vs RMFEX Comparison Chart
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LBWAX vs. RMFEX commentary
Jun 07, 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 LBWAX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LBWAX (88.2M). RMFEX pays higher dividends than LBWAX: RMFEX (1.58) vs LBWAX (1.48). LBWAX was incepted earlier than RMFEX: LBWAX (15 years) vs RMFEX (23 years). LBWAX (1.16) is less costly to investors than RMFEX (0.62). LBWAX is a more actively managed with annual turnover of: 75.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LBWAX: RMFEX (250) vs LBWAX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.80 vs. LBWAX (1.20). RMFEX return over 5 years is better than : 53.30 vs. LBWAX (26.14).
| LBWAX | RMFEX | LBWAX / RMFEX | |
| Total Expense Ratio | 1.15 | 0.62 | 185% |
| Annual Report Gross Expense Ratio | 1.16 | 0.62 | 187% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 1.699 | 5.559 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.2M | 105B | 0% |
| Annual Yield % from dividends | 1.48 | 1.58 | 93% |
| Returns for 1 year | 1.20 | 8.80 | 14% |
| Returns for 3 years | 6.20 | 19.58 | 32% |
| Returns for 5 years | 26.14 | 53.30 | 49% |
| Returns for 10 years | 15.78 | 76.28 | 21% |
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