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LCBVX vs RMFEX
LCBVX vs RMFEX Comparison
Open Charts LCBVX vs RMFEX
ClearBridge Large Cap Value R
Price$40.79
Change+$0.36 (+0.89%)
VolumeN/A
Net Assets2.46B
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
LCBVX vs RMFEX Comparison Chart
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LCBVX vs. RMFEX commentary
Jan 19, 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: 103B vs. LCBVX (2.46B). RMFEX pays higher dividends than LCBVX: RMFEX (1.95) vs LCBVX (0.65). LCBVX was incepted earlier than RMFEX: LCBVX (11 years) vs RMFEX (23 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 : 12.78 vs. LCBVX (2.61). RMFEX return over 5 years is better than : 39.96 vs. LCBVX (22.04).
| LCBVX | RMFEX | LCBVX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 3.187 | 2.167 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.46B | 103B | 2% |
| Annual Yield % from dividends | 0.65 | 1.95 | 33% |
| Returns for 1 year | 2.61 | 12.78 | 20% |
| Returns for 3 years | 5.19 | 13.63 | 38% |
| Returns for 5 years | 22.04 | 39.96 | 55% |
| Returns for 10 years | 53.67 | 71.41 | 75% |
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