LMVRX
Price
$110.52
Change
-$5.56 (-4.79%)
Updated
Apr 3 closing price
Net Assets
3.8B
RMFEX
Price
$54.47
Change
-$1.82 (-3.23%)
Updated
Apr 3 closing price
Net Assets
102.75B
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LMVRX vs RMFEX

Header iconLMVRX vs RMFEX Comparison
Open Charts LMVRX vs RMFEXBanner chart's image
ClearBridge Value R
Price$110.52
Change-$5.56 (-4.79%)
VolumeN/A
Net Assets3.8B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
LMVRX vs RMFEX Comparison Chart
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LMVRX 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 LMVRX is a Hold and RMFEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LMVRX (3.81B). RMFEX pays higher dividends than LMVRX: RMFEX (1.61) vs LMVRX (0.31). LMVRX was incepted earlier than RMFEX: LMVRX (18 years) vs RMFEX (23 years). LMVRX (1.40) is less costly to investors than RMFEX (0.62). LMVRX is a more actively managed with annual turnover of: 54.00 vs. RMFEX (31.00). LMVRX has a lower initial minimum investment than RMFEX: LMVRX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. LMVRX (-3.18). LMVRX (78.90) and RMFEX (78.86) have equivalent 5 years return.
LMVRXRMFEXLMVRX / RMFEX
Total Expense Ratio1.400.62226%
Annual Report Gross Expense Ratio1.400.62226%
Fund Existence18 years23 years-
Gain YTD-0.0262.891-1%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets3.81B103B4%
Annual Yield % from dividends0.311.6119%
Returns for 1 year-3.187.10-45%
Returns for 3 years0.1912.512%
Returns for 5 years78.9078.86100%
Returns for 10 years56.6170.9980%
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