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LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
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LBWIX vs RMFEX Comparison Chart in %
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LBWIX vs. RMFEX commentary
Aug 11, 2026
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: 118B vs. LBWIX (120M). RMFEX pays higher dividends than LBWIX: RMFEX (1.41) vs LBWIX (1.32). LBWIX was incepted earlier than RMFEX: LBWIX (16 years) vs RMFEX (24 years). LBWIX (0.90) is less costly to investors than RMFEX (0.62). LBWIX is a more actively managed with annual turnover of: 57.00 vs. RMFEX (30.00). RMFEX has a lower initial minimum investment than LBWIX: RMFEX (250) vs LBWIX (1000000). LBWIX annual gain was more profitable for investors over the last year : 17.19 vs. RMFEX (11.63). RMFEX return over 5 years is better than : 40.68 vs. LBWIX (19.59).
| LBWIX | RMFEX | LBWIX / RMFEX | |
| Total Expense Ratio | 0.81 | 0.62 | 131% |
| Annual Report Gross Expense Ratio | 0.90 | 0.62 | 145% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 18.804 | 12.177 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 118B | 0% |
| Annual Yield % from dividends | 1.32 | 1.41 | 94% |
| Returns for 1 year | 17.19 | 11.63 | 148% |
| Returns for 3 years | 41.91 | 39.03 | 107% |
| Returns for 5 years | 19.59 | 40.68 | 48% |
| Returns for 10 years | 53.44 | 103.07 | 52% |
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