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LVAMX vs RMEBX
LVAMX vs RMEBX Comparison
Open Charts LVAMX vs RMEBX
LSV US Managed Volatility Investor
Price$10.93
Change+$0.09 (+0.83%)
VolumeN/A
Net Assets23.93M
American Funds American Mutual R2E
Price$57.95
Change+$0.31 (+0.54%)
VolumeN/A
Net Assets105.79B
LVAMX vs RMEBX Comparison Chart
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LVAMX vs. RMEBX commentary
Jun 09, 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 LVAMX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 106B vs. LVAMX (23.9M). LVAMX pays higher dividends than RMEBX: LVAMX (2.74) vs RMEBX (1.16). LVAMX was incepted earlier than RMEBX: LVAMX (11 years) vs RMEBX (11 years). RMEBX (1.07) and LVAMX (1.03) have similar cost to investors . RMEBX is a more actively managed with annual turnover of: 31.00 vs. LVAMX (18.00). RMEBX has a lower initial minimum investment than LVAMX: RMEBX (250) vs LVAMX (1000). RMEBX annual gain was more profitable for investors over the last year : 8.87 vs. LVAMX (2.80). RMEBX return over 5 years is better than : 50.55 vs. LVAMX (6.18).
| LVAMX | RMEBX | LVAMX / RMEBX | |
| Total Expense Ratio | 0.80 | 1.07 | 75% |
| Annual Report Gross Expense Ratio | 1.03 | 1.07 | 96% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 6.843 | 5.842 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9M | 106B | 0% |
| Annual Yield % from dividends | 2.74 | 1.16 | 236% |
| Returns for 1 year | 2.80 | 8.87 | 32% |
| Returns for 3 years | -11.25 | 17.32 | -65% |
| Returns for 5 years | 6.18 | 50.55 | 12% |
| Returns for 10 years | 25.42 | 68.95 | 37% |