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LCBVX vs RMFEX
LCBVX vs RMFEX Comparison
Open Charts LCBVX vs RMFEX
ClearBridge Large Cap Value R
Price$40.43
Change+$0.31 (+0.77%)
VolumeN/A
Net Assets2.3B
American Funds American Mutual R4
Price$59.82
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets108.64B
LCBVX vs RMFEX Comparison Chart in %
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LCBVX vs. RMFEX commentary
Jul 18, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LCBVX (2.31B). RMFEX pays higher dividends than LCBVX: RMFEX (1.53) vs LCBVX (0.68). LCBVX was incepted earlier than RMFEX: LCBVX (12 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 : 8.56 vs. LCBVX (-7.23). RMFEX return over 5 years is better than : 59.61 vs. LCBVX (35.59).
| LCBVX | RMFEX | LCBVX / RMFEX | |
| Total Expense Ratio | 1.23 | 0.62 | 198% |
| Annual Report Gross Expense Ratio | 1.23 | 0.62 | 198% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 1.857 | 9.748 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.31B | 109B | 2% |
| Annual Yield % from dividends | 0.68 | 1.53 | 44% |
| Returns for 1 year | -7.23 | 8.56 | -84% |
| Returns for 3 years | 21.46 | 33.00 | 65% |
| Returns for 5 years | 35.59 | 59.61 | 60% |
| Returns for 10 years | 44.77 | 82.98 | 54% |