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LVAMX vs RMEBX
LVAMX vs RMEBX Comparison
Open Charts LVAMX vs RMEBX
LSV US Managed Volatility Investor
Price$10.28
Change+$0.08 (+0.78%)
VolumeN/A
Net Assets21.67M
American Funds American Mutual R2E
Price$52.90
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
LVAMX vs RMEBX Comparison Chart
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LVAMX vs. RMEBX commentary
Apr 18, 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 Hold and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 96.5B vs. LVAMX (21.7M). LVAMX pays higher dividends than RMEBX: LVAMX (2.76) vs RMEBX (1.18). 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 : 3.48 vs. LVAMX (-2.02). RMEBX return over 5 years is better than : 47.73 vs. LVAMX (5.77).
| 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 | -0.293 | -3.381 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7M | 96.5B | 0% |
| Annual Yield % from dividends | 2.76 | 1.18 | 234% |
| Returns for 1 year | -2.02 | 3.48 | -58% |
| Returns for 3 years | -18.71 | 5.34 | -350% |
| Returns for 5 years | 5.77 | 47.73 | 12% |
| Returns for 10 years | 14.07 | 51.61 | 27% |
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