Interact to see
Advertisement
Advertisement
LPVAX vs RBMTX
LPVAX vs RBMTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LPVAX vs. RBMTX commentary
Jun 21, 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 StrongBuy and RBMTX is a Hold.
FUNDAMENTALS
Fundamentals
RBMTX has more cash in the bank: 26.3B vs. LPVAX (253M). LPVAX pays higher dividends than RBMTX: LPVAX (3.64) vs RBMTX (0.22). 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 : 8.10 vs. LPVAX (6.14). LPVAX return over 5 years is better than : 58.94 vs. RBMTX (39.52).
| 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 | 5.917 | 6.282 | 94% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 26.3B | 1% |
| Annual Yield % from dividends | 3.64 | 0.22 | 1,683% |
| Returns for 1 year | 6.14 | 8.10 | 76% |
| Returns for 3 years | 48.21 | 38.52 | 125% |
| Returns for 5 years | 58.94 | 39.52 | 149% |
| Returns for 10 years | 65.46 | 68.16 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers