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LCBVX vs RMFCX
LCBVX vs RMFCX Comparison
Open Charts LCBVX vs RMFCX
ClearBridge Large Cap Value R
Price$37.42
Change+$0.62 (+1.68%)
VolumeN/A
Net Assets2.16B
American Funds American Mutual R3
Price$52.96
Change+$0.76 (+1.46%)
VolumeN/A
Net Assets95.8B
LCBVX vs RMFCX Comparison Chart
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LCBVX vs. RMFCX commentary
Apr 12, 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 LCBVX is a Hold and RMFCX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 95.8B vs. LCBVX (2.16B). RMFCX pays higher dividends than LCBVX: RMFCX (1.34) vs LCBVX (0.70). LCBVX was incepted earlier than RMFCX: LCBVX (11 years) vs RMFCX (23 years). LCBVX (1.40) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. LCBVX (22.00). LCBVX has a lower initial minimum investment than RMFCX: LCBVX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 1.87 vs. LCBVX (-12.10). RMFCX return over 5 years is better than : 53.32 vs. LCBVX (35.38).
| LCBVX | RMFCX | LCBVX / RMFCX | |
| Total Expense Ratio | 1.40 | 0.91 | 154% |
| Annual Report Gross Expense Ratio | 1.40 | 0.91 | 154% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -6.734 | -2.681 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 95.8B | 2% |
| Annual Yield % from dividends | 0.70 | 1.34 | 52% |
| Returns for 1 year | -12.10 | 1.87 | -646% |
| Returns for 3 years | -2.10 | 6.27 | -33% |
| Returns for 5 years | 35.38 | 53.32 | 66% |
| Returns for 10 years | 33.51 | 54.78 | 61% |
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