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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEX
BrandywineGLOBAL Div US Large Value A
Price$21.18
Change+$0.11 (+0.52%)
VolumeN/A
Net Assets91.2M
American Funds American Mutual R4
Price$59.66
Change+$0.26 (+0.44%)
VolumeN/A
Net Assets108.17B
LBWAX vs RMFEX Comparison Chart in %
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LBWAX vs. RMFEX commentary
Jul 18, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. LBWAX (91.2M). RMFEX pays higher dividends than LBWAX: RMFEX (1.53) vs LBWAX (1.43). 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 : 8.17 vs. LBWAX (0.12). RMFEX return over 5 years is better than : 59.19 vs. LBWAX (36.68).
| 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 | 5.297 | 9.454 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 91.2M | 108B | 0% |
| Annual Yield % from dividends | 1.43 | 1.53 | 93% |
| Returns for 1 year | 0.12 | 8.17 | 1% |
| Returns for 3 years | 19.49 | 31.60 | 62% |
| Returns for 5 years | 36.68 | 59.19 | 62% |
| Returns for 10 years | 17.95 | 82.54 | 22% |
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