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LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$10.81
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets23.83M
American Funds American Mutual R2E
Price$58.60
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
LSVMX vs RMEBX Comparison Chart in %
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LSVMX vs. RMEBX commentary
Jun 28, 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: 106B vs. LSVMX (23.8M). 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 : 9.50 vs. LSVMX (2.82). RMEBX return over 5 years is better than : 62.71 vs. LSVMX (16.53).
| 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 | 6.535 | 7.315 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8M | 106B | 0% |
| Annual Yield % from dividends | 3.00 | 1.16 | 259% |
| Returns for 1 year | 2.82 | 9.50 | 30% |
| Returns for 3 years | -6.79 | 25.88 | -26% |
| Returns for 5 years | 16.53 | 62.71 | 26% |
| Returns for 10 years | 27.61 | 74.51 | 37% |
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