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LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$10.93
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets24.08M
American Funds American Mutual R2E
Price$59.78
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets108.64B
LSVMX vs RMEBX Comparison Chart in %
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LSVMX vs. RMEBX commentary
Jul 19, 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 LSVMX is a StrongBuy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 109B vs. LSVMX (24.1M). LSVMX pays higher dividends than RMEBX: LSVMX (2.96) vs RMEBX (1.12). LSVMX was incepted earlier than RMEBX: LSVMX (11 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than LSVMX (0.78). RMEBX is a more actively managed with annual turnover of: 31.00 vs. LSVMX (18.00). RMEBX has a lower initial minimum investment than LSVMX: RMEBX (250) vs LSVMX (100000). RMEBX annual gain was more profitable for investors over the last year : 8.09 vs. LSVMX (-0.09). RMEBX return over 5 years is better than : 56.05 vs. LSVMX (11.90).
| LSVMX | RMEBX | LSVMX / RMEBX | |
| Total Expense Ratio | 0.55 | 1.07 | 51% |
| Annual Report Gross Expense Ratio | 0.78 | 1.07 | 73% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 7.822 | 9.476 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1M | 109B | 0% |
| Annual Yield % from dividends | 2.96 | 1.12 | 264% |
| Returns for 1 year | -0.09 | 8.09 | -1% |
| Returns for 3 years | -4.07 | 31.20 | -13% |
| Returns for 5 years | 11.90 | 56.05 | 21% |
| Returns for 10 years | 26.45 | 74.47 | 36% |
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