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LBWAX vs RMFEX
LBWAX vs RMFEX Comparison
Open Charts LBWAX vs RMFEX
BrandywineGLOBAL Div US Large Value A
Price$21.10
Change+$0.10 (+0.48%)
VolumeN/A
Net Assets97.39M
American Funds American Mutual R4
Price$59.73
Change+$0.23 (+0.39%)
VolumeN/A
Net Assets111.8B
LBWAX vs RMFEX Comparison Chart in %
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LBWAX 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 LBWAX is a Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. LBWAX (97.4M). RMFEX pays higher dividends than LBWAX: RMFEX (1.43) vs LBWAX (1.31). LBWAX was incepted earlier than RMFEX: LBWAX (15 years) vs RMFEX (24 years). LBWAX (1.16) is less costly to investors than RMFEX (0.62). LBWAX is a more actively managed with annual turnover of: 57.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LBWAX: RMFEX (250) vs LBWAX (1000). RMFEX annual gain was more profitable for investors over the last year : 8.33 vs. LBWAX (4.15). RMFEX return over 5 years is better than : 48.36 vs. LBWAX (22.13).
| LBWAX | RMFEX | LBWAX / RMFEX | |
| Total Expense Ratio | 1.15 | 0.62 | 185% |
| Annual Report Gross Expense Ratio | 1.16 | 0.62 | 187% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 5.447 | 9.965 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.4M | 112B | 0% |
| Annual Yield % from dividends | 1.31 | 1.43 | 92% |
| Returns for 1 year | 4.15 | 8.33 | 50% |
| Returns for 3 years | 22.17 | 30.01 | 74% |
| Returns for 5 years | 22.13 | 48.36 | 46% |
| Returns for 10 years | 31.67 | 99.29 | 32% |
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