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LMLSX vs RMFEX
LMLSX vs RMFEX Comparison
Open Charts LMLSX vs RMFEX
ClearBridge Large Cap Value IS
Price$39.59
Change-$0.11 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.20
Change-$0.07 (-0.13%)
VolumeN/A
CapitalizationN/A
LMLSX vs RMFEX Comparison Chart
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LMLSX vs. RMFEX commentary
Jan 07, 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: 102B vs. LMLSX (2.41B). RMFEX pays higher dividends than LMLSX: RMFEX (1.95) vs LMLSX (1.32). LMLSX was incepted earlier than RMFEX: LMLSX (11 years) vs RMFEX (23 years). RMFEX is a more actively managed with annual turnover of: 25.00 vs. LMLSX (18.00). 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 : 11.14 vs. LMLSX (-0.39). RMFEX return over 5 years is better than : 40.28 vs. LMLSX (26.04).
| LMLSX | RMFEX | LMLSX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 0.710 | 0.637 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 102B | 2% |
| Annual Yield % from dividends | 1.32 | 1.95 | 68% |
| Returns for 1 year | -0.39 | 11.14 | -3% |
| Returns for 3 years | 2.98 | 10.01 | 30% |
| Returns for 5 years | 26.04 | 40.28 | 65% |
| Returns for 10 years | 59.10 | 71.69 | 82% |