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LBWIX vs RMFEX
LBWIX vs RMFEX Comparison
Open Charts LBWIX vs RMFEX
BrandywineGLOBAL Div US Large Value I
Price$21.03
Change-$2.40 (-10.24%)
VolumeN/A
Net Assets87.36M
American Funds American Mutual R4
Price$62.90
Change-$0.49 (-0.77%)
VolumeN/A
Net Assets111.8B
LBWIX vs RMFEX Comparison Chart in %
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LBWIX vs. RMFEX commentary
Dec 14, 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 LBWIX is a Hold and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. LBWIX (87.4M). LBWIX pays higher dividends than RMFEX: LBWIX (1.51) vs RMFEX (1.43). LBWIX was incepted earlier than RMFEX: LBWIX (15 years) vs RMFEX (23 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 : 9.19 vs. LBWIX (3.48). RMFEX return over 5 years is better than : 57.31 vs. LBWIX (37.91).
| 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 | 23 years | - |
| Gain YTD | 16.975 | 16.703 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 112B | 0% |
| Annual Yield % from dividends | 1.51 | 1.43 | 105% |
| Returns for 1 year | 3.48 | 9.19 | 38% |
| Returns for 3 years | 20.25 | 31.21 | 65% |
| Returns for 5 years | 37.91 | 57.31 | 66% |
| Returns for 10 years | 52.59 | 105.64 | 50% |
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