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LCBVX vs RMFEX
LCBVX vs RMFEX Comparison
Open Charts LCBVX vs RMFEX
ClearBridge Large Cap Value R
Price$39.25
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets2.27B
American Funds American Mutual R4
Price$57.75
Change+$0.25 (+0.43%)
VolumeN/A
Net Assets104.92B
LCBVX vs RMFEX Comparison Chart
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LCBVX vs. RMFEX commentary
Jun 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 LCBVX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LCBVX (2.27B). RMFEX pays higher dividends than LCBVX: RMFEX (1.58) vs LCBVX (0.71). LCBVX was incepted earlier than RMFEX: LCBVX (11 years) vs RMFEX (23 years). LCBVX (1.23) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LCBVX (22.00). 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 : 9.63 vs. LCBVX (-6.81). RMFEX return over 5 years is better than : 56.82 vs. LCBVX (32.42).
| LCBVX | RMFEX | LCBVX / RMFEX | |
| Total Expense Ratio | 1.23 | 0.62 | 198% |
| Annual Report Gross Expense Ratio | 1.23 | 0.62 | 198% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -0.728 | 5.559 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 105B | 2% |
| Annual Yield % from dividends | 0.71 | 1.58 | 45% |
| Returns for 1 year | -6.81 | 9.63 | -71% |
| Returns for 3 years | 7.80 | 19.65 | 40% |
| Returns for 5 years | 32.42 | 56.82 | 57% |
| Returns for 10 years | 41.10 | 75.38 | 55% |
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