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LCBDX vs RMFCX
LCBDX vs RMFCX Comparison
Open Charts LCBDX vs RMFCX
ClearBridge Tactical Dividend Income IS
Price$25.37
Change-$0.34 (-1.32%)
VolumeN/A
Net Assets375.29M
American Funds American Mutual R3
Price$57.23
Change-$0.62 (-1.07%)
VolumeN/A
Net Assets105.48B
LCBDX vs RMFCX Comparison Chart
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LCBDX vs. RMFCX commentary
Feb 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 LCBDX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. LCBDX (375M). LCBDX pays higher dividends than RMFCX: LCBDX (3.66) vs RMFCX (1.69). LCBDX was incepted earlier than RMFCX: LCBDX (12 years) vs RMFCX (23 years). LCBDX is a more actively managed with annual turnover of: 57.00 vs. RMFCX (25.00). RMFCX has a lower initial minimum investment than LCBDX: RMFCX (250) vs LCBDX (1000000). LCBDX annual gain was more profitable for investors over the last year : 18.84 vs. RMFCX (11.03). LCBDX return over 5 years is better than : 65.81 vs. RMFCX (41.75).
| LCBDX | RMFCX | LCBDX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 2.635 | 4.836 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 375M | 105B | 0% |
| Annual Yield % from dividends | 3.66 | 1.69 | 216% |
| Returns for 1 year | 18.84 | 11.03 | 171% |
| Returns for 3 years | 40.43 | 19.69 | 205% |
| Returns for 5 years | 65.81 | 41.75 | 158% |
| Returns for 10 years | 84.39 | 64.83 | 130% |