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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
Jun 22, 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: 117B vs. LBWIX (111M). RMFEX (1.45) and LBWIX (1.39) 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 : 15.59 vs. RMFEX (10.77). RMFEX return over 5 years is better than : 40.48 vs. LBWIX (16.70).
| 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 | 11.627 | 6.836 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 117B | 0% |
| Annual Yield % from dividends | 1.39 | 1.45 | 96% |
| Returns for 1 year | 15.59 | 10.77 | 145% |
| Returns for 3 years | 33.76 | 29.65 | 114% |
| Returns for 5 years | 16.70 | 40.48 | 41% |
| Returns for 10 years | 50.12 | 101.83 | 49% |
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