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LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$9.88
Change-$0.23 (-2.27%)
VolumeN/A
Net Assets21.72M
American Funds American Mutual R2E
Price$52.50
Change-$1.36 (-2.53%)
VolumeN/A
Net Assets98.3B
LSVMX vs RMEBX Comparison Chart
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LSVMX vs. RMEBX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 98.3B vs. LSVMX (21.7M). LSVMX pays higher dividends than RMEBX: LSVMX (3.03) vs RMEBX (1.18). 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 : 2.97 vs. LSVMX (-4.10). RMEBX return over 5 years is better than : 53.93 vs. LSVMX (8.67).
| 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 | 0.099 | -1.628 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 98.3B | 0% |
| Annual Yield % from dividends | 3.03 | 1.18 | 256% |
| Returns for 1 year | -4.10 | 2.97 | -138% |
| Returns for 3 years | -18.33 | 6.69 | -274% |
| Returns for 5 years | 8.67 | 53.93 | 16% |
| Returns for 10 years | 17.18 | 55.39 | 31% |
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