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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEX
BrandywineGLOBAL Div US Large Value A
Price$19.92
Change-$0.84 (-4.05%)
VolumeN/A
Net Assets89.4M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
LBWAX vs RMFEX Comparison Chart
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LBWAX vs. RMFEX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LBWAX (89.4M). 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 : 7.10 vs. LBWAX (1.40). RMFEX return over 5 years is better than : 78.86 vs. LBWAX (64.48).
| 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 | 3.748 | 2.891 | 130% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 103B | 0% |
| Annual Yield % from dividends | 1.45 | 1.61 | 90% |
| Returns for 1 year | 1.40 | 7.10 | 20% |
| Returns for 3 years | 5.30 | 12.51 | 42% |
| Returns for 5 years | 64.48 | 78.86 | 82% |
| Returns for 10 years | 19.70 | 70.99 | 28% |
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