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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEX
BrandywineGLOBAL Div US Large Value A
Price$22.45
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets96.94M
American Funds American Mutual R4
Price$61.58
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets110.88B
LBWAX vs RMFEX Comparison Chart in %
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LBWAX vs. RMFEX commentary
Sep 19, 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: 111B vs. LBWAX (96.9M). RMFEX pays higher dividends than LBWAX: RMFEX (1.49) vs LBWAX (1.36). 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 : 7.94 vs. LBWAX (3.58). RMFEX return over 5 years is better than : 62.94 vs. LBWAX (42.40).
| 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 | 11.694 | 13.371 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.9M | 111B | 0% |
| Annual Yield % from dividends | 1.36 | 1.49 | 92% |
| Returns for 1 year | 3.58 | 7.94 | 45% |
| Returns for 3 years | 24.00 | 34.94 | 69% |
| Returns for 5 years | 42.40 | 62.94 | 67% |
| Returns for 10 years | 37.02 | 104.14 | 36% |
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