Interact to see
Advertisement
Advertisement
LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
Open Charts LBWIX vs RMFEX
BrandywineGLOBAL Div US Large Value I
Price$22.52
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets97.67M
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
LBWIX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBWIX vs. RMFEX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. LBWIX (97.7M). LBWIX pays higher dividends than RMFEX: LBWIX (1.55) vs RMFEX (1.46). 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 : 8.45 vs. LBWIX (3.18). RMFEX return over 5 years is better than : 61.73 vs. LBWIX (41.76).
| 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 | 12.631 | 15.028 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.7M | 113B | 0% |
| Annual Yield % from dividends | 1.55 | 1.46 | 106% |
| Returns for 1 year | 3.18 | 8.45 | 38% |
| Returns for 3 years | 32.42 | 44.96 | 72% |
| Returns for 5 years | 41.76 | 61.73 | 68% |
| Returns for 10 years | 36.74 | 101.65 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement