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LCBDX vs RMFEX
LCBDX vs RMFEX Comparison
Open Charts LCBDX vs RMFEX
ClearBridge Tactical Dividend Income IS
Price$24.98
Change+$0.14 (+0.56%)
VolumeN/A
Net Assets354.84M
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
LCBDX vs RMFEX Comparison Chart in %
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LCBDX vs. RMFEX commentary
Sep 08, 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: 109B vs. LCBDX (355M). LCBDX pays higher dividends than RMFEX: LCBDX (3.41) vs RMFEX (1.49). 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 : 8.06 vs. LCBDX (6.76). LCBDX return over 5 years is better than : 84.30 vs. RMFEX (58.84).
| 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 | 1.621 | 11.638 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 109B | 0% |
| Annual Yield % from dividends | 3.41 | 1.49 | 229% |
| Returns for 1 year | 6.76 | 8.06 | 84% |
| Returns for 3 years | 45.85 | 33.39 | 137% |
| Returns for 5 years | 84.30 | 58.84 | 143% |
| Returns for 10 years | 113.14 | 98.59 | 115% |
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