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LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
Open Charts LBWIX vs RMFEX
BrandywineGLOBAL Div US Large Value I
Price$21.40
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets98.92M
American Funds American Mutual R4
Price$60.45
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets111.52B
LBWIX vs RMFEX Comparison Chart in %
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LBWIX vs. RMFEX commentary
Jan 15, 2026
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 LBWIX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. LBWIX (98.9M). RMFEX (1.53) and LBWIX (1.52) have matching dividends . LBWIX was incepted earlier than RMFEX: LBWIX (15 years) vs RMFEX (24 years). LBWIX (0.88) is less costly to investors than RMFEX (0.62). LBWIX is a more actively managed with annual turnover of: 57.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LBWIX: RMFEX (250) vs LBWIX (1000000). RMFEX annual gain was more profitable for investors over the last year : 11.71 vs. LBWIX (7.08). RMFEX return over 5 years is better than : 46.47 vs. LBWIX (20.80).
| LBWIX | RMFEX | LBWIX / RMFEX | |
| Total Expense Ratio | 0.80 | 0.62 | 129% |
| Annual Report Gross Expense Ratio | 0.88 | 0.62 | 142% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 2.392 | 2.111 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 98.9M | 112B | 0% |
| Annual Yield % from dividends | 1.52 | 1.53 | 99% |
| Returns for 1 year | 7.08 | 11.71 | 60% |
| Returns for 3 years | 21.91 | 29.27 | 75% |
| Returns for 5 years | 20.80 | 46.47 | 45% |
| Returns for 10 years | 52.41 | 118.51 | 44% |
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