LBWAX
Price
$20.96
Change
+$0.21 (+1.01%)
Updated
Jun 26 closing price
Net Assets
89.97M
RMFEX
Price
$58.62
Change
+$0.43 (+0.74%)
Updated
Jun 26 closing price
Net Assets
106.24B
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LBWAX vs RMFEX

Header iconLBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEXBanner chart's image
BrandywineGLOBAL Div US Large Value A
Price$20.96
Change+$0.21 (+1.01%)
VolumeN/A
Net Assets89.97M
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
LBWAX vs RMFEX Comparison Chart in %
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LBWAX vs. RMFEX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. LBWAX (90M). RMFEX pays higher dividends than LBWAX: RMFEX (1.58) vs LBWAX (1.48). 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 : 9.98 vs. LBWAX (3.60). RMFEX return over 5 years is better than : 66.41 vs. LBWAX (43.35).
LBWAXRMFEXLBWAX / RMFEX
Total Expense Ratio1.150.62185%
Annual Report Gross Expense Ratio1.160.62187%
Fund Existence15 years23 years-
Gain YTD3.6987.54649%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets90M106B0%
Annual Yield % from dividends1.481.5893%
Returns for 1 year3.609.9836%
Returns for 3 years15.4927.5856%
Returns for 5 years43.3566.4165%
Returns for 10 years19.4082.9723%
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