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LCBVX vs RMFEX
LCBVX vs RMFEX Comparison
Open Charts LCBVX vs RMFEX
ClearBridge Large Cap Value R
Price$37.42
Change+$0.62 (+1.68%)
VolumeN/A
Net Assets2.2B
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets97.18B
LCBVX vs RMFEX Comparison Chart
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LCBVX vs. RMFEX commentary
Apr 14, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.2B vs. LCBVX (2.2B). RMFEX pays higher dividends than LCBVX: RMFEX (1.61) vs LCBVX (0.70). LCBVX was incepted earlier than RMFEX: LCBVX (11 years) vs RMFEX (23 years). LCBVX (1.40) 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 : 2.21 vs. LCBVX (-10.62). RMFEX return over 5 years is better than : 55.72 vs. LCBVX (37.66).
| LCBVX | RMFEX | LCBVX / RMFEX | |
| Total Expense Ratio | 1.40 | 0.62 | 226% |
| Annual Report Gross Expense Ratio | 1.40 | 0.62 | 226% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -5.163 | -2.593 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 97.2B | 2% |
| Annual Yield % from dividends | 0.70 | 1.61 | 44% |
| Returns for 1 year | -10.62 | 2.21 | -480% |
| Returns for 3 years | -0.45 | 7.26 | -6% |
| Returns for 5 years | 37.66 | 55.72 | 68% |
| Returns for 10 years | 35.76 | 60.75 | 59% |
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