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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEX
BrandywineGLOBAL Div US Large Value A
Price$20.95
Change-$0.27 (-1.27%)
VolumeN/A
Net Assets213.64M
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
LBWAX vs RMFEX Comparison Chart
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LBWAX vs. RMFEX commentary
Feb 23, 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 (214M). RMFEX pays higher dividends than LBWAX: RMFEX (1.95) vs LBWAX (1.37). LBWAX was incepted earlier than RMFEX: LBWAX (14 years) vs RMFEX (23 years). LBWAX is a more actively managed with annual turnover of: 58.00 vs. RMFEX (25.00). 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 : 11.37 vs. LBWAX (8.99). RMFEX return over 5 years is better than : 43.97 vs. LBWAX (17.45).
| LBWAX | RMFEX | LBWAX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 4.698 | 4.880 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 105B | 0% |
| Annual Yield % from dividends | 1.37 | 1.95 | 70% |
| Returns for 1 year | 8.99 | 11.37 | 79% |
| Returns for 3 years | 9.44 | 20.81 | 45% |
| Returns for 5 years | 17.45 | 43.97 | 40% |
| Returns for 10 years | 18.29 | 71.03 | 26% |