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LBISX vs RMFEX
LBISX vs RMFEX Comparison
Open Charts LBISX vs RMFEX
BrandywineGLOBAL Div US Large Value IS
Price$21.02
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets97.39M
American Funds American Mutual R4
Price$59.73
Change+$0.23 (+0.39%)
VolumeN/A
Net Assets111.8B
LBISX vs RMFEX Comparison Chart in %
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LBISX vs. RMFEX commentary
Dec 27, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. LBISX (97.4M). LBISX pays higher dividends than RMFEX: LBISX (1.65) vs RMFEX (1.43). LBISX was incepted earlier than RMFEX: LBISX (15 years) vs RMFEX (24 years). LBISX (0.76) is less costly to investors than RMFEX (0.62). LBISX is a more actively managed with annual turnover of: 57.00 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 : 8.33 vs. LBISX (3.80). RMFEX return over 5 years is better than : 48.36 vs. LBISX (23.74).
| 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 | 24 years | - |
| Gain YTD | 5.097 | 9.965 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.4M | 112B | 0% |
| Annual Yield % from dividends | 1.65 | 1.43 | 115% |
| Returns for 1 year | 3.80 | 8.33 | 46% |
| Returns for 3 years | 22.77 | 30.01 | 76% |
| Returns for 5 years | 23.74 | 48.36 | 49% |
| Returns for 10 years | 35.06 | 99.29 | 35% |