Ad is loading...
LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
Open Charts LBWIX vs RMFEX
BrandywineGLOBAL Div US Large Value I
Price$19.62
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets85.9M
American Funds American Mutual R4
Price$54.16
Change+$0.09 (+0.17%)
VolumeN/A
Net Assets98.75B
LBWIX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LBWIX vs. RMFEX commentary
Apr 28, 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 LBWIX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.8B vs. LBWIX (85.9M). LBWIX (1.68) and RMFEX (1.61) have matching dividends . LBWIX was incepted earlier than RMFEX: LBWIX (15 years) vs RMFEX (23 years). LBWIX (0.88) is less costly to investors than RMFEX (0.62). LBWIX is a more actively managed with annual turnover of: 75.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LBWIX: RMFEX (250) vs LBWIX (1000000). RMFEX annual gain was more profitable for investors over the last year : 4.49 vs. LBWIX (-1.54). RMFEX return over 5 years is better than : 56.93 vs. LBWIX (41.21).
| LBWIX | RMFEX | LBWIX / RMFEX | |
| Total Expense Ratio | 0.80 | 0.62 | 129% |
| Annual Report Gross Expense Ratio | 0.88 | 0.62 | 142% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -2.047 | -1.003 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.9M | 98.8B | 0% |
| Annual Yield % from dividends | 1.68 | 1.61 | 104% |
| Returns for 1 year | -1.54 | 4.49 | -34% |
| Returns for 3 years | 3.47 | 12.76 | 27% |
| Returns for 5 years | 41.21 | 56.93 | 72% |
| Returns for 10 years | 12.61 | 61.56 | 20% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MMTM | 237.52 | 1.76 | +0.75% |
| SPDR® S&P 1500 Momentum Tilt ETF | |||
| SAY | 25.49 | 0.08 | +0.33% |
| Saratoga Investment Corp | |||
| RWJ | 38.62 | -0.03 | -0.08% |
| Invesco S&P SmallCap 600 Revenue ETF | |||
| HIDE | 22.51 | -0.02 | -0.11% |
| Alpha Architect High Infl And Defltn ETF | |||
| HEGD | 21.95 | -0.03 | -0.16% |
| Swan Hedged Equity US Large Cap ETF | |||