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LVAEX vs RMEBX
LVAEX vs RMEBX Comparison
Open Charts LVAEX vs RMEBX
LSV Value Equity Investor
Price$26.95
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets1.37B
American Funds American Mutual R2E
Price$56.08
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets103.41B
LVAEX vs RMEBX Comparison Chart
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LVAEX vs. RMEBX commentary
Jan 19, 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 LVAEX is a Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 103B 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 (12.44) and RMEBX (12.29) have marching annual gain over last year. RMEBX return over 5 years is better than : 36.84 vs. LVAEX (8.36).
| 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 | 3.296 | 2.149 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.38B | 103B | 1% |
| Annual Yield % from dividends | 1.78 | 1.54 | 116% |
| Returns for 1 year | 12.44 | 12.29 | 101% |
| Returns for 3 years | -4.17 | 12.11 | -34% |
| Returns for 5 years | 8.36 | 36.84 | 23% |
| Returns for 10 years | 40.13 | 63.72 | 63% |