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LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$10.80
Change+$0.09 (+0.84%)
VolumeN/A
Net Assets23.71M
American Funds American Mutual R2E
Price$57.95
Change+$0.31 (+0.54%)
VolumeN/A
Net Assets105.22B
LSVMX vs RMEBX Comparison Chart
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LSVMX vs. RMEBX commentary
Jun 07, 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 Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. LSVMX (23.7M). LSVMX pays higher dividends than RMEBX: LSVMX (3.00) vs RMEBX (1.16). 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 : 8.87 vs. LSVMX (2.06). RMEBX return over 5 years is better than : 50.55 vs. LSVMX (6.23).
| 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 | 6.040 | 5.842 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7M | 105B | 0% |
| Annual Yield % from dividends | 3.00 | 1.16 | 259% |
| Returns for 1 year | 2.06 | 8.87 | 23% |
| Returns for 3 years | -11.58 | 17.32 | -67% |
| Returns for 5 years | 6.23 | 50.55 | 12% |
| Returns for 10 years | 26.90 | 68.95 | 39% |
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