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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
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LBWAX vs RMFEX Comparison Chart in %
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LBWAX vs. RMFEX commentary
Jun 24, 2026
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 StrongBuy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. LBWAX (111M). RMFEX pays higher dividends than LBWAX: RMFEX (1.45) vs LBWAX (1.31). LBWAX was incepted earlier than RMFEX: LBWAX (16 years) vs RMFEX (24 years). LBWAX (1.24) is less costly to investors than RMFEX (0.62). LBWAX is a more actively managed with annual turnover of: 57.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than LBWAX: RMFEX (250) vs LBWAX (1000). LBWAX annual gain was more profitable for investors over the last year : 14.73 vs. RMFEX (9.59). RMFEX return over 5 years is better than : 37.80 vs. LBWAX (12.43).
| LBWAX | RMFEX | LBWAX / RMFEX | |
| Total Expense Ratio | 1.16 | 0.62 | 187% |
| Annual Report Gross Expense Ratio | 1.24 | 0.62 | 200% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 11.474 | 6.513 | 176% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 117B | 0% |
| Annual Yield % from dividends | 1.31 | 1.45 | 91% |
| Returns for 1 year | 14.73 | 9.59 | 154% |
| Returns for 3 years | 40.00 | 36.18 | 111% |
| Returns for 5 years | 12.43 | 37.80 | 33% |
| Returns for 10 years | 50.60 | 104.37 | 48% |
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