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LVAEX vs RMEBX
LVAEX vs RMEBX Comparison
Open Charts LVAEX vs RMEBX
LSV Value Equity Investor
Price$27.97
Change-$0.77 (-2.68%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R2E
Price$54.53
Change-$1.42 (-2.54%)
VolumeN/A
CapitalizationN/A
LVAEX vs RMEBX Comparison Chart
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LVAEX vs. RMEBX commentary
Dec 19, 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 LVAEX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 98.7B vs. LVAEX (1.38B). LVAEX pays higher dividends than RMEBX: LVAEX (1.78) vs RMEBX (1.54). LVAEX was incepted earlier than RMEBX: LVAEX (11 years) vs RMEBX (10 years). RMEBX is a more actively managed with annual turnover of: 25.00 vs. LVAEX (10.00). RMEBX has a lower initial minimum investment than LVAEX: RMEBX (250) vs LVAEX (1000). LVAEX annual gain was more profitable for investors over the last year : 11.20 vs. RMEBX (9.25). RMEBX return over 5 years is better than : 35.55 vs. LVAEX (14.28).
| LVAEX | RMEBX | LVAEX / 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 | 15.607 | 8.760 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 98.7B | 1% |
| Annual Yield % from dividends | 1.78 | 1.54 | 116% |
| Returns for 1 year | 11.20 | 9.25 | 121% |
| Returns for 3 years | -3.96 | 11.09 | -36% |
| Returns for 5 years | 14.28 | 35.55 | 40% |
| Returns for 10 years | 42.59 | 56.81 | 75% |