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LCBDX vs RMFCX
LCBDX vs RMFCX Comparison
Open Charts LCBDX vs RMFCX
ClearBridge Tactical Dividend Income IS
Price$23.45
Change-$0.95 (-3.89%)
VolumeN/A
Net Assets361.22M
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
LCBDX vs RMFCX Comparison Chart
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LCBDX vs. RMFCX commentary
Apr 04, 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 Hold and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. LCBDX (361M). LCBDX pays higher dividends than RMFCX: LCBDX (3.51) vs RMFCX (1.34). LCBDX was incepted earlier than RMFCX: LCBDX (12 years) vs RMFCX (23 years). LCBDX (1.06) is less costly to investors than RMFCX (0.91). LCBDX is a more actively managed with annual turnover of: 59.00 vs. RMFCX (31.00). 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 : 10.68 vs. RMFCX (6.77). LCBDX return over 5 years is better than : 137.09 vs. RMFCX (76.10).
| LCBDX | RMFCX | LCBDX / RMFCX | |
| Total Expense Ratio | 1.06 | 0.91 | 116% |
| Annual Report Gross Expense Ratio | 1.06 | 0.91 | 116% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -1.744 | 2.814 | -62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 103B | 0% |
| Annual Yield % from dividends | 3.51 | 1.34 | 262% |
| Returns for 1 year | 10.68 | 6.77 | 158% |
| Returns for 3 years | 26.64 | 11.46 | 232% |
| Returns for 5 years | 137.09 | 76.10 | 180% |
| Returns for 10 years | 80.16 | 64.62 | 124% |