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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEX
BrandywineGLOBAL Div US Large Value A
Price$21.45
Change+$0.18 (+0.85%)
VolumeN/A
Net Assets93.08M
American Funds American Mutual R4
Price$60.00
Change+$0.27 (+0.45%)
VolumeN/A
Net Assets108.96B
LBWAX vs RMFEX Comparison Chart in %
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LBWAX vs. RMFEX commentary
Aug 10, 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: 109B vs. LBWAX (93.1M). RMFEX pays higher dividends than LBWAX: RMFEX (1.51) vs LBWAX (1.42). 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 : 10.17 vs. LBWAX (4.47). RMFEX return over 5 years is better than : 57.34 vs. LBWAX (36.42).
| 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 | 7.196 | 10.078 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.1M | 109B | 0% |
| Annual Yield % from dividends | 1.42 | 1.51 | 94% |
| Returns for 1 year | 4.47 | 10.17 | 44% |
| Returns for 3 years | 16.47 | 27.15 | 61% |
| Returns for 5 years | 36.42 | 57.34 | 64% |
| Returns for 10 years | 22.85 | 85.69 | 27% |
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