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LMLSX vs RMFEX
LMLSX vs RMFEX Comparison
Open Charts LMLSX vs RMFEX
ClearBridge Large Cap Value IS
Price$38.75
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets2.27B
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets103.21B
LMLSX vs RMFEX Comparison Chart
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LMLSX vs. RMFEX commentary
May 23, 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 LMLSX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LMLSX (2.27B). RMFEX pays higher dividends than LMLSX: RMFEX (1.65) vs LMLSX (1.47). LMLSX was incepted earlier than RMFEX: LMLSX (12 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than LMLSX (0.45). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LMLSX (22.00). RMFEX has a lower initial minimum investment than LMLSX: RMFEX (250) vs LMLSX (1000000). RMFEX annual gain was more profitable for investors over the last year : 5.55 vs. LMLSX (-7.29). RMFEX return over 5 years is better than : 61.67 vs. LMLSX (47.65).
| LMLSX | RMFEX | LMLSX / RMFEX | |
| Total Expense Ratio | 0.45 | 0.62 | 73% |
| Annual Report Gross Expense Ratio | 0.45 | 0.62 | 73% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -0.893 | 3.037 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 103B | 2% |
| Annual Yield % from dividends | 1.47 | 1.65 | 89% |
| Returns for 1 year | -7.29 | 5.55 | -131% |
| Returns for 3 years | 13.44 | 19.57 | 69% |
| Returns for 5 years | 47.65 | 61.67 | 77% |
| Returns for 10 years | 47.41 | 67.98 | 70% |
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