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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEX
BrandywineGLOBAL Div US Large Value A
Price$20.15
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.20
Change-$0.07 (-0.13%)
VolumeN/A
CapitalizationN/A
LBWAX vs RMFEX Comparison Chart
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LBWAX vs. RMFEX commentary
Jan 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: 102B vs. LBWAX (207M). 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 : 11.14 vs. LBWAX (9.19). RMFEX return over 5 years is better than : 40.28 vs. LBWAX (12.08).
| 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 | 0.750 | 0.637 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 102B | 0% |
| Annual Yield % from dividends | 1.37 | 1.95 | 70% |
| Returns for 1 year | 9.19 | 11.14 | 83% |
| Returns for 3 years | 0.50 | 10.01 | 5% |
| Returns for 5 years | 12.08 | 40.28 | 30% |
| Returns for 10 years | 19.45 | 71.69 | 27% |