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LMPEX vs RWBEX
LMPEX vs RWBEX Comparison
Open Charts LMPEX vs RWBEX
LMPEX vs RWBEX Comparison Chart in %
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LMPEX vs. RWBEX commentary
Jun 24, 2026
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 LMPEX is a Hold and RWBEX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 160B vs. LMPEX (638M). RWBEX pays higher dividends than LMPEX: RWBEX (0.96) vs LMPEX (0.64). LMPEX was incepted earlier than RWBEX: LMPEX (20 years) vs RWBEX (12 years). RWBEX (1.21) is less costly to investors than LMPEX (0.98). RWBEX is a more actively managed with annual turnover of: 44.00 vs. LMPEX (31.00). LMPEX has a lower initial minimum investment than RWBEX: LMPEX (0) vs RWBEX (250). LMPEX annual gain was more profitable for investors over the last year : 21.10 vs. RWBEX (18.30). LMPEX return over 5 years is better than : 55.07 vs. RWBEX (29.67).
| LMPEX | RWBEX | LMPEX / RWBEX | |
| Total Expense Ratio | 0.98 | 1.21 | 81% |
| Annual Report Gross Expense Ratio | 0.98 | 1.21 | 81% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 9.704 | 13.171 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 160B | 0% |
| Annual Yield % from dividends | 0.64 | 0.96 | 67% |
| Returns for 1 year | 21.10 | 18.30 | 115% |
| Returns for 3 years | 74.13 | 48.30 | 153% |
| Returns for 5 years | 55.07 | 29.67 | 186% |
| Returns for 10 years | 165.74 | 101.39 | 163% |
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