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LSVVX vs RMEBX
LSVVX vs RMEBX Comparison
Open Charts LSVVX vs RMEBX
LSV Conservative Value Equity
Price$13.78
Change+$0.16 (+1.17%)
VolumeN/A
Net Assets126.31M
American Funds American Mutual R2E
Price$57.95
Change+$0.31 (+0.54%)
VolumeN/A
Net Assets105.22B
LSVVX vs RMEBX Comparison Chart
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LSVVX vs. RMEBX commentary
Jun 07, 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 LSVVX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 105B vs. LSVVX (126M). LSVVX pays higher dividends than RMEBX: LSVVX (2.16) vs RMEBX (1.16). LSVVX was incepted earlier than RMEBX: LSVVX (18 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than LSVVX (0.56). RMEBX is a more actively managed with annual turnover of: 31.00 vs. LSVVX (9.00). RMEBX has a lower initial minimum investment than LSVVX: RMEBX (250) vs LSVVX (100000). RMEBX annual gain was more profitable for investors over the last year : 8.87 vs. LSVVX (-2.65). RMEBX (50.55) and LSVVX (48.46) have equivalent 5 years return.
| LSVVX | RMEBX | LSVVX / RMEBX | |
| Total Expense Ratio | 0.35 | 1.07 | 33% |
| Annual Report Gross Expense Ratio | 0.56 | 1.07 | 52% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 1.415 | 5.842 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126M | 105B | 0% |
| Annual Yield % from dividends | 2.16 | 1.16 | 186% |
| Returns for 1 year | -2.65 | 8.87 | -30% |
| Returns for 3 years | 6.48 | 17.32 | 37% |
| Returns for 5 years | 48.46 | 50.55 | 96% |
| Returns for 10 years | 57.20 | 68.95 | 83% |
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