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LPVAX vs RBMTX
LPVAX vs RBMTX Comparison Chart in %
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LPVAX vs. RBMTX commentary
Jul 20, 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 LPVAX is a Hold and RBMTX is a Hold.
FUNDAMENTALS
Fundamentals
RBMTX has more cash in the bank: 27.3B vs. LPVAX (267M). LPVAX pays higher dividends than RBMTX: LPVAX (2.85) vs RBMTX (0.21). LPVAX was incepted earlier than RBMTX: LPVAX (15 years) vs RBMTX (15 years). RBMTX (1.48) is less costly to investors than LPVAX (1.06). LPVAX is a more actively managed with annual turnover of: 9.00 vs. RBMTX (5.00). RBMTX has a lower initial minimum investment than LPVAX: RBMTX (250) vs LPVAX (1000). RBMTX annual gain was more profitable for investors over the last year : 12.30 vs. LPVAX (7.98). LPVAX return over 5 years is better than : 58.70 vs. RBMTX (40.13).
| LPVAX | RBMTX | LPVAX / RBMTX | |
| Total Expense Ratio | 0.84 | 1.48 | 57% |
| Annual Report Gross Expense Ratio | 1.06 | 1.48 | 72% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | 9.568 | 10.984 | 87% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267M | 27.3B | 1% |
| Annual Yield % from dividends | 2.85 | 0.21 | 1,385% |
| Returns for 1 year | 7.98 | 12.30 | 65% |
| Returns for 3 years | 48.21 | 38.15 | 126% |
| Returns for 5 years | 58.70 | 40.13 | 146% |
| Returns for 10 years | 73.39 | 76.15 | 96% |
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