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LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
Open Charts LBWIX vs RMFEX
BrandywineGLOBAL Div US Large Value I
Price$21.15
Change-$0.21 (-0.98%)
VolumeN/A
Net Assets92.39M
American Funds American Mutual R4
Price$59.33
Change-$0.51 (-0.85%)
VolumeN/A
Net Assets108.7B
LBWIX vs RMFEX Comparison Chart in %
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LBWIX vs. RMFEX commentary
Aug 03, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LBWIX (92.4M). LBWIX pays higher dividends than RMFEX: LBWIX (1.63) vs RMFEX (1.51). 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 : 7.29 vs. LBWIX (1.53). RMFEX return over 5 years is better than : 58.61 vs. LBWIX (40.88).
| 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 | 6.640 | 8.849 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.4M | 109B | 0% |
| Annual Yield % from dividends | 1.63 | 1.51 | 108% |
| Returns for 1 year | 1.53 | 7.29 | 21% |
| Returns for 3 years | 17.83 | 26.77 | 67% |
| Returns for 5 years | 40.88 | 58.61 | 70% |
| Returns for 10 years | 24.04 | 83.47 | 29% |
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