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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEX
BrandywineGLOBAL Div US Large Value A
Price$22.28
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets97.32M
American Funds American Mutual R4
Price$62.27
Change-$0.33 (-0.53%)
VolumeN/A
Net Assets112.58B
LBWAX vs RMFEX Comparison Chart in %
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LBWAX vs. RMFEX commentary
Oct 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. LBWAX (97.3M). RMFEX pays higher dividends than LBWAX: RMFEX (1.46) vs LBWAX (1.34). 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 : 6.97 vs. LBWAX (1.68). RMFEX return over 5 years is better than : 60.50 vs. LBWAX (38.94).
| 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 | 11.894 | 14.641 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.3M | 113B | 0% |
| Annual Yield % from dividends | 1.34 | 1.46 | 92% |
| Returns for 1 year | 1.68 | 6.97 | 24% |
| Returns for 3 years | 31.18 | 45.05 | 69% |
| Returns for 5 years | 38.94 | 60.50 | 64% |
| Returns for 10 years | 33.45 | 100.86 | 33% |
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