LMVFX
Price
$108.41
Change
+$1.79 (+1.68%)
Updated
Apr 11 closing price
Net Assets
3.49B
RMFEX
Price
$53.29
Change
+$0.77 (+1.47%)
Updated
Apr 11 closing price
Net Assets
97.18B
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LMVFX vs RMFEX

Header iconLMVFX vs RMFEX Comparison
Open Charts LMVFX vs RMFEXBanner chart's image
ClearBridge Value FI
Price$108.41
Change+$1.79 (+1.68%)
VolumeN/A
Net Assets3.49B
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets97.18B
LMVFX vs RMFEX Comparison Chart
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LMVFX vs. RMFEX commentary
Apr 14, 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 LMVFX is a Hold and RMFEX is a Buy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 97.2B vs. LMVFX (3.49B). RMFEX pays higher dividends than LMVFX: RMFEX (1.61) vs LMVFX (0.39). LMVFX was incepted earlier than RMFEX: LMVFX (24 years) vs RMFEX (23 years). LMVFX (1.16) is less costly to investors than RMFEX (0.62). LMVFX is a more actively managed with annual turnover of: 54.00 vs. RMFEX (31.00). LMVFX has a lower initial minimum investment than RMFEX: LMVFX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 2.21 vs. LMVFX (-9.22). RMFEX return over 5 years is better than : 55.72 vs. LMVFX (46.85).
LMVFXRMFEXLMVFX / RMFEX
Total Expense Ratio1.150.62185%
Annual Report Gross Expense Ratio1.160.62187%
Fund Existence24 years23 years-
Gain YTD-8.112-2.593313%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets3.49B97.2B4%
Annual Yield % from dividends0.391.6124%
Returns for 1 year-9.222.21-417%
Returns for 3 years-4.917.26-68%
Returns for 5 years46.8555.7284%
Returns for 10 years44.9960.7574%
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