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LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
Open Charts LBWIX vs RMFEX
LBWIX vs RMFEX Comparison Chart in %
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LBWIX vs. RMFEX commentary
Jul 21, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. LBWIX (115M). RMFEX (1.42) and LBWIX (1.37) have matching dividends . 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 : 14.25 vs. RMFEX (8.34). RMFEX return over 5 years is better than : 38.74 vs. LBWIX (19.29).
| 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 | 15.120 | 8.469 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115M | 118B | 0% |
| Annual Yield % from dividends | 1.37 | 1.42 | 97% |
| Returns for 1 year | 14.25 | 8.34 | 171% |
| Returns for 3 years | 37.81 | 32.58 | 116% |
| Returns for 5 years | 19.29 | 38.74 | 50% |
| Returns for 10 years | 49.08 | 97.20 | 50% |
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