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LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
Open Charts LBWIX vs RMFEX
BrandywineGLOBAL Div US Large Value I
Price$20.60
Change+$0.21 (+1.03%)
VolumeN/A
Net Assets88.23M
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
LBWIX vs RMFEX Comparison Chart
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LBWIX vs. RMFEX commentary
Jun 07, 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: 105B vs. LBWIX (88.2M). LBWIX pays higher dividends than RMFEX: LBWIX (1.70) vs RMFEX (1.58). 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 : 9.37 vs. LBWIX (1.52). RMFEX return over 5 years is better than : 54.01 vs. LBWIX (27.97).
| 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 | 1.797 | 6.053 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.2M | 105B | 0% |
| Annual Yield % from dividends | 1.70 | 1.58 | 108% |
| Returns for 1 year | 1.52 | 9.37 | 16% |
| Returns for 3 years | 5.99 | 18.90 | 32% |
| Returns for 5 years | 27.97 | 54.01 | 52% |
| Returns for 10 years | 17.86 | 77.06 | 23% |
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