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LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
Open Charts LBWIX vs RMFEX
BrandywineGLOBAL Div US Large Value I
Price$19.95
Change-$0.84 (-4.04%)
VolumeN/A
Net Assets89.4M
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
LBWIX vs RMFEX Comparison Chart
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LBWIX vs. RMFEX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LBWIX (89.4M). 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 : 7.10 vs. LBWIX (1.67). RMFEX return over 5 years is better than : 78.86 vs. LBWIX (66.95).
| 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 | 3.794 | 2.891 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 89.4M | 103B | 0% |
| Annual Yield % from dividends | 1.68 | 1.61 | 104% |
| Returns for 1 year | 1.67 | 7.10 | 24% |
| Returns for 3 years | 6.24 | 12.51 | 50% |
| Returns for 5 years | 66.95 | 78.86 | 85% |
| Returns for 10 years | 21.98 | 70.99 | 31% |
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