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LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$10.53
Change+$0.12 (+1.15%)
VolumeN/A
Net Assets23.32M
American Funds American Mutual R2E
Price$55.77
Change+$0.82 (+1.49%)
VolumeN/A
Net Assets101.76B
LSVMX vs RMEBX Comparison Chart
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LSVMX vs. RMEBX commentary
May 06, 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: 102B vs. LSVMX (23.3M). LSVMX pays higher dividends than RMEBX: LSVMX (3.07) vs RMEBX (1.21). 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 : 8.19 vs. LSVMX (2.61). RMEBX return over 5 years is better than : 59.30 vs. LSVMX (14.80).
| 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 | 4.257 | 1.861 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 102B | 0% |
| Annual Yield % from dividends | 3.07 | 1.21 | 255% |
| Returns for 1 year | 2.61 | 8.19 | 32% |
| Returns for 3 years | -11.32 | 15.21 | -74% |
| Returns for 5 years | 14.80 | 59.30 | 25% |
| Returns for 10 years | 23.05 | 61.03 | 38% |
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