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LCBVX vs RMFEX
LCBVX vs RMFEX Comparison
Open Charts LCBVX vs RMFEX
ClearBridge Large Cap Value R
Price$45.70
Change-$0.13 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
LCBVX vs RMFEX Comparison Chart
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LCBVX vs. RMFEX commentary
Nov 18, 2024
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 Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. LCBVX (2.82B). RMFEX pays higher dividends than LCBVX: RMFEX (1.95) vs LCBVX (0.65). LCBVX was incepted earlier than RMFEX: LCBVX (11 years) vs RMFEX (22 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LCBVX (18.00). LCBVX has a lower initial minimum investment than RMFEX: LCBVX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 21.67 vs. LCBVX (17.61). RMFEX return over 5 years is better than : 47.96 vs. LCBVX (35.87).
| LCBVX | RMFEX | LCBVX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 22 years | - |
| Gain YTD | 12.814 | 16.733 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 104B | 3% |
| Annual Yield % from dividends | 0.65 | 1.95 | 33% |
| Returns for 1 year | 17.61 | 21.67 | 81% |
| Returns for 3 years | 13.28 | 16.52 | 80% |
| Returns for 5 years | 35.87 | 47.96 | 75% |
| Returns for 10 years | 67.96 | 71.19 | 95% |
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