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LBISX vs RMFEX
LBISX vs RMFEX Comparison
Open Charts LBISX vs RMFEX
BrandywineGLOBAL Div US Large Value IS
Price$22.29
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets93.99M
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
LBISX vs RMFEX Comparison Chart in %
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LBISX vs. RMFEX commentary
Oct 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 LBISX is a StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. LBISX (94M). LBISX pays higher dividends than RMFEX: LBISX (1.69) vs RMFEX (1.46). LBISX was incepted earlier than RMFEX: LBISX (15 years) vs RMFEX (23 years). LBISX (0.76) is less costly to investors than RMFEX (0.62). LBISX is a more actively managed with annual turnover of: 75.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LBISX: RMFEX (250) vs LBISX (1000000). RMFEX annual gain was more profitable for investors over the last year : 5.28 vs. LBISX (-1.01). RMFEX return over 5 years is better than : 59.52 vs. LBISX (40.28).
| LBISX | RMFEX | LBISX / RMFEX | |
| Total Expense Ratio | 0.70 | 0.62 | 113% |
| Annual Report Gross Expense Ratio | 0.76 | 0.62 | 123% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.394 | 13.941 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94M | 111B | 0% |
| Annual Yield % from dividends | 1.69 | 1.46 | 116% |
| Returns for 1 year | -1.01 | 5.28 | -19% |
| Returns for 3 years | 26.80 | 40.09 | 67% |
| Returns for 5 years | 40.28 | 59.52 | 68% |
| Returns for 10 years | 35.63 | 98.84 | 36% |
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