Interact to see
Advertisement
Advertisement
LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
Open Charts LBWIX vs RMFEX
BrandywineGLOBAL Div US Large Value I
Price$22.29
Change+$0.33 (+1.50%)
VolumeN/A
Net Assets95.78M
American Funds American Mutual R4
Price$60.91
Change+$0.57 (+0.94%)
VolumeN/A
Net Assets108.68B
LBWIX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LBWIX vs. RMFEX commentary
Aug 23, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LBWIX (95.8M). 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 : 8.26 vs. LBWIX (3.41). RMFEX return over 5 years is better than : 59.61 vs. LBWIX (42.25).
| 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 | 9.636 | 11.748 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.8M | 109B | 0% |
| Annual Yield % from dividends | 1.63 | 1.51 | 108% |
| Returns for 1 year | 3.41 | 8.26 | 41% |
| Returns for 3 years | 17.99 | 28.24 | 64% |
| Returns for 5 years | 42.25 | 59.61 | 71% |
| Returns for 10 years | 43.43 | 107.83 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement