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LFIBX vs RCMTX
LFIBX vs RCMTX Comparison Chart in %
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LFIBX vs. RCMTX commentary
Oct 01, 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 LFIBX is a Hold and RCMTX is a Hold.
FUNDAMENTALS
Fundamentals
RCMTX has more cash in the bank: 28.5B vs. LFIBX (436M). LFIBX pays higher dividends than RCMTX: LFIBX (1.25) vs RCMTX (0.56). LFIBX was incepted earlier than RCMTX: LFIBX (13 years) vs RCMTX (16 years). LFIBX (1.85) is less costly to investors than RCMTX (1.03). LFIBX is a more actively managed with annual turnover of: 15.00 vs. RCMTX (5.00). RCMTX has a lower initial minimum investment than LFIBX: RCMTX (250) vs LFIBX (1000). RCMTX annual gain was more profitable for investors over the last year : 12.66 vs. LFIBX (8.20). LFIBX (45.69) and RCMTX (44.22) have equivalent 5 years return.
| LFIBX | RCMTX | LFIBX / RCMTX | |
| Total Expense Ratio | 1.58 | 1.03 | 153% |
| Annual Report Gross Expense Ratio | 1.85 | 1.03 | 180% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 13.137 | 16.395 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 28.5B | 2% |
| Annual Yield % from dividends | 1.25 | 0.56 | 222% |
| Returns for 1 year | 8.20 | 12.66 | 65% |
| Returns for 3 years | 47.28 | 58.89 | 80% |
| Returns for 5 years | 45.69 | 44.22 | 103% |
| Returns for 10 years | 104.65 | 103.78 | 101% |
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