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LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$11.93
Change+$0.11 (+0.93%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R2E
Price$55.04
Change+$0.55 (+1.01%)
VolumeN/A
CapitalizationN/A
LSVMX vs RMEBX Comparison Chart
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LSVMX vs. RMEBX commentary
Dec 23, 2024
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 (21.7M). 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 : 10.96 vs. LSVMX (2.90). RMEBX return over 5 years is better than : 36.81 vs. LSVMX (2.00).
| 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 | 16.504 | 9.777 | 169% |
| 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 | 102B | 0% |
| Annual Yield % from dividends | 2.27 | 1.54 | 147% |
| Returns for 1 year | 2.90 | 10.96 | 26% |
| Returns for 3 years | -6.40 | 11.91 | -54% |
| Returns for 5 years | 2.00 | 36.81 | 5% |
| Returns for 10 years | 35.69 | 57.99 | 62% |
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