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LCBVX vs RMFEX
LCBVX vs RMFEX Comparison
Open Charts LCBVX vs RMFEX
ClearBridge Large Cap Value R
Price$38.39
Change+$0.19 (+0.50%)
VolumeN/A
Net Assets2.23B
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
LCBVX vs RMFEX Comparison Chart
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LCBVX vs. RMFEX commentary
May 09, 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: 101B vs. LCBVX (2.23B). RMFEX pays higher dividends than LCBVX: RMFEX (1.65) vs LCBVX (0.73). 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 : 5.68 vs. LCBVX (-8.60). RMFEX return over 5 years is better than : 58.56 vs. LCBVX (39.88).
| 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 | -3.186 | 1.374 | -232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 101B | 2% |
| Annual Yield % from dividends | 0.73 | 1.65 | 44% |
| Returns for 1 year | -8.60 | 5.68 | -152% |
| Returns for 3 years | 9.18 | 18.38 | 50% |
| Returns for 5 years | 39.88 | 58.56 | 68% |
| Returns for 10 years | 37.93 | 66.50 | 57% |
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