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LMLSX vs RMFEX
LMLSX vs RMFEX Comparison
Open Charts LMLSX vs RMFEX
ClearBridge Large Cap Value IS
Price$38.29
Change-$1.36 (-3.43%)
VolumeN/A
Net Assets2.34B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
LMLSX vs RMFEX Comparison Chart
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LMLSX vs. RMFEX commentary
Apr 04, 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 Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LMLSX (2.34B). RMFEX pays higher dividends than LMLSX: RMFEX (1.61) vs LMLSX (1.42). LMLSX was incepted earlier than RMFEX: LMLSX (11 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than LMLSX (0.55). 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 : 7.10 vs. LMLSX (-5.93). RMFEX return over 5 years is better than : 78.86 vs. LMLSX (71.44).
| LMLSX | RMFEX | LMLSX / RMFEX | |
| Total Expense Ratio | 0.55 | 0.62 | 89% |
| Annual Report Gross Expense Ratio | 0.55 | 0.62 | 89% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 0.966 | 2.891 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 103B | 2% |
| Annual Yield % from dividends | 1.42 | 1.61 | 88% |
| Returns for 1 year | -5.93 | 7.10 | -83% |
| Returns for 3 years | 6.27 | 12.51 | 50% |
| Returns for 5 years | 71.44 | 78.86 | 91% |
| Returns for 10 years | 53.92 | 70.99 | 76% |
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