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LCBVX vs RMFEX
LCBVX vs RMFEX Comparison
Open Charts LCBVX vs RMFEX
ClearBridge Large Cap Value R
Price$39.30
Change-$0.54 (-1.36%)
VolumeN/A
Net Assets2.27B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
LCBVX vs RMFEX Comparison Chart
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LCBVX vs. RMFEX commentary
Jun 16, 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 LCBVX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 106B vs. LCBVX (2.27B). RMFEX pays higher dividends than LCBVX: RMFEX (1.58) vs LCBVX (0.71). LCBVX was incepted earlier than RMFEX: LCBVX (11 years) vs RMFEX (23 years). LCBVX (1.23) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LCBVX (22.00). LCBVX has a lower initial minimum investment than RMFEX: LCBVX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 9.03 vs. LCBVX (-5.81). RMFEX return over 5 years is better than : 62.32 vs. LCBVX (38.47).
| LCBVX | RMFEX | LCBVX / RMFEX | |
| Total Expense Ratio | 1.23 | 0.62 | 198% |
| Annual Report Gross Expense Ratio | 1.23 | 0.62 | 198% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -0.398 | 6.152 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 106B | 2% |
| Annual Yield % from dividends | 0.71 | 1.58 | 45% |
| Returns for 1 year | -5.81 | 9.03 | -64% |
| Returns for 3 years | 17.83 | 29.63 | 60% |
| Returns for 5 years | 38.47 | 62.32 | 62% |
| Returns for 10 years | 41.18 | 76.27 | 54% |
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