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LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$10.33
Change-$0.07 (-0.67%)
VolumeN/A
Net Assets22.31M
American Funds American Mutual R2E
Price$56.64
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets104.52B
LSVMX vs RMEBX Comparison Chart
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LSVMX vs. RMEBX commentary
Jan 24, 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 Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. LSVMX (22.3M). LSVMX pays higher dividends than RMEBX: LSVMX (2.27) vs RMEBX (1.54). LSVMX was incepted earlier than RMEBX: LSVMX (11 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 : 12.15 vs. LSVMX (2.99). RMEBX return over 5 years is better than : 39.34 vs. LSVMX (-8.77).
| LSVMX | RMEBX | LSVMX / RMEBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 2.277 | 3.169 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 105B | 0% |
| Annual Yield % from dividends | 2.27 | 1.54 | 147% |
| Returns for 1 year | 2.99 | 12.15 | 25% |
| Returns for 3 years | -12.67 | 15.80 | -80% |
| Returns for 5 years | -8.77 | 39.34 | -22% |
| Returns for 10 years | 21.83 | 63.89 | 34% |
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