Ad is loading...
LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$10.67
Change-$0.06 (-0.56%)
VolumeN/A
Net Assets22.9M
American Funds American Mutual R2E
Price$57.54
Change-$0.62 (-1.07%)
VolumeN/A
Net Assets105.48B
LSVMX vs RMEBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LSVMX vs. RMEBX commentary
Feb 23, 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 StrongBuy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. LSVMX (22.9M). 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 : 10.88 vs. LSVMX (4.47). RMEBX return over 5 years is better than : 40.75 vs. LSVMX (-5.04).
| 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 | 5.644 | 4.809 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9M | 105B | 0% |
| Annual Yield % from dividends | 2.27 | 1.54 | 147% |
| Returns for 1 year | 4.47 | 10.88 | 41% |
| Returns for 3 years | -8.01 | 19.18 | -42% |
| Returns for 5 years | -5.04 | 40.75 | -12% |
| Returns for 10 years | 24.01 | 63.29 | 38% |