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LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$11.34
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets24.31M
American Funds American Mutual R2E
Price$61.45
Change-$0.08 (-0.13%)
VolumeN/A
Net Assets110.88B
LSVMX vs RMEBX Comparison Chart in %
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LSVMX vs. RMEBX commentary
Sep 18, 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: 111B vs. LSVMX (24.3M). LSVMX pays higher dividends than RMEBX: LSVMX (2.87) vs RMEBX (1.09). 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 : 6.95 vs. LSVMX (-1.39). RMEBX return over 5 years is better than : 59.02 vs. LSVMX (16.11).
| 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 | 11.881 | 12.793 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3M | 111B | 0% |
| Annual Yield % from dividends | 2.87 | 1.09 | 263% |
| Returns for 1 year | -1.39 | 6.95 | -20% |
| Returns for 3 years | 2.52 | 33.52 | 8% |
| Returns for 5 years | 16.11 | 59.02 | 27% |
| Returns for 10 years | 38.79 | 94.45 | 41% |
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