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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
Aug 23, 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 StrongBuy and RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 156B vs. LMPEX (683M). RWBEX pays higher dividends than LMPEX: RWBEX (0.95) vs LMPEX (0.63). 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 : 18.76 vs. RWBEX (16.65). LMPEX return over 5 years is better than : 60.22 vs. RWBEX (34.64).
| 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 | 15.234 | 16.674 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 156B | 0% |
| Annual Yield % from dividends | 0.63 | 0.95 | 66% |
| Returns for 1 year | 18.76 | 16.65 | 113% |
| Returns for 3 years | 78.96 | 52.70 | 150% |
| Returns for 5 years | 60.22 | 34.64 | 174% |
| Returns for 10 years | 154.83 | 90.67 | 171% |
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