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LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
Open Charts LBWIX vs RMFEX
BrandywineGLOBAL Div US Large Value I
Price$21.38
Change-$0.17 (-0.79%)
VolumeN/A
Net Assets92.94M
American Funds American Mutual R4
Price$59.75
Change-$0.21 (-0.35%)
VolumeN/A
Net Assets109.28B
LBWIX vs RMFEX Comparison Chart in %
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LBWIX vs. RMFEX commentary
Jul 12, 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: 109B vs. LBWIX (92.9M). LBWIX pays higher dividends than RMFEX: LBWIX (1.64) vs RMFEX (1.53). 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 : 10.12 vs. LBWIX (5.44). RMFEX return over 5 years is better than : 64.02 vs. LBWIX (46.12).
| 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 | 7.589 | 9.619 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.9M | 109B | 0% |
| Annual Yield % from dividends | 1.64 | 1.53 | 107% |
| Returns for 1 year | 5.44 | 10.12 | 54% |
| Returns for 3 years | 23.27 | 32.24 | 72% |
| Returns for 5 years | 46.12 | 64.02 | 72% |
| Returns for 10 years | 23.56 | 82.91 | 28% |
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