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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEX
BrandywineGLOBAL Div US Large Value A
Price$19.64
Change+$0.24 (+1.24%)
VolumeN/A
Net Assets85.08M
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
LBWAX vs RMFEX Comparison Chart
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LBWAX vs. RMFEX commentary
Apr 25, 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: 97.3B vs. LBWAX (85.1M). RMFEX pays higher dividends than LBWAX: RMFEX (1.61) vs LBWAX (1.45). 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 : 4.18 vs. LBWAX (-3.38). RMFEX return over 5 years is better than : 56.67 vs. LBWAX (37.84).
| 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 | -3.048 | -1.167 | 261% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.1M | 97.3B | 0% |
| Annual Yield % from dividends | 1.45 | 1.61 | 90% |
| Returns for 1 year | -3.38 | 4.18 | -81% |
| Returns for 3 years | -0.00 | 10.64 | -0% |
| Returns for 5 years | 37.84 | 56.67 | 67% |
| Returns for 10 years | 9.98 | 61.98 | 16% |
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