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LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$12.47
Change+$0.10 (+0.81%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R2E
Price$59.64
Change+$0.36 (+0.61%)
VolumeN/A
CapitalizationN/A
LSVMX vs RMEBX Comparison Chart
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LSVMX vs. RMEBX commentary
Nov 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. LSVMX (22.5M). LSVMX pays higher dividends than RMEBX: LSVMX (2.27) vs RMEBX (1.54). LSVMX was incepted earlier than RMEBX: LSVMX (10 years) vs RMEBX (10 years). RMEBX is a more actively managed with annual turnover of: 25.00 vs. LSVMX (21.00). 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 : 21.63 vs. LSVMX (10.30). RMEBX return over 5 years is better than : 46.23 vs. LSVMX (1.39).
| LSVMX | RMEBX | LSVMX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 20.801 | 17.768 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 105B | 0% |
| Annual Yield % from dividends | 2.27 | 1.54 | 147% |
| Returns for 1 year | 10.30 | 21.63 | 48% |
| Returns for 3 years | -1.51 | 16.99 | -9% |
| Returns for 5 years | 1.39 | 46.23 | 3% |
| Returns for 10 years | 43.20 | 64.65 | 67% |
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