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LCBDX vs RMFEX
LCBDX vs RMFEX Comparison
Open Charts LCBDX vs RMFEX
ClearBridge Tactical Dividend Income IS
Price$25.34
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets355.81M
American Funds American Mutual R4
Price$62.68
Change+$0.14 (+0.22%)
VolumeN/A
Net Assets112.07B
LCBDX vs RMFEX Comparison Chart in %
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LCBDX vs. RMFEX commentary
Nov 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 LCBDX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. LCBDX (356M). LCBDX pays higher dividends than RMFEX: LCBDX (3.38) vs RMFEX (1.46). LCBDX was incepted earlier than RMFEX: LCBDX (12 years) vs RMFEX (23 years). LCBDX (1.07) is less costly to investors than RMFEX (0.62). LCBDX is a more actively managed with annual turnover of: 59.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LCBDX: RMFEX (250) vs LCBDX (1000000). RMFEX annual gain was more profitable for investors over the last year : 7.02 vs. LCBDX (3.38). LCBDX return over 5 years is better than : 80.65 vs. RMFEX (57.30).
| LCBDX | RMFEX | LCBDX / RMFEX | |
| Total Expense Ratio | 1.07 | 0.62 | 173% |
| Annual Report Gross Expense Ratio | 1.07 | 0.62 | 173% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 3.786 | 15.396 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 112B | 0% |
| Annual Yield % from dividends | 3.38 | 1.46 | 231% |
| Returns for 1 year | 3.38 | 7.02 | 48% |
| Returns for 3 years | 43.62 | 31.78 | 137% |
| Returns for 5 years | 80.65 | 57.30 | 141% |
| Returns for 10 years | 129.62 | 101.84 | 127% |
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