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LSVMX vs RMEBX
LSVMX vs RMEBX Comparison
Open Charts LSVMX vs RMEBX
LSV US Managed Volatility Institutional
Price$11.34
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets24.36M
American Funds American Mutual R2E
Price$60.71
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets109.46B
LSVMX vs RMEBX Comparison Chart in %
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LSVMX vs. RMEBX 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 LSVMX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 109B vs. LSVMX (24.4M). LSVMX pays higher dividends than RMEBX: LSVMX (2.87) vs RMEBX (1.09). LSVMX was incepted earlier than RMEBX: LSVMX (11 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than LSVMX (0.78). RMEBX is a more actively managed with annual turnover of: 31.00 vs. LSVMX (18.00). RMEBX has a lower initial minimum investment than LSVMX: RMEBX (250) vs LSVMX (100000). RMEBX annual gain was more profitable for investors over the last year : 7.57 vs. LSVMX (1.18). RMEBX return over 5 years is better than : 55.29 vs. LSVMX (15.18).
| LSVMX | RMEBX | LSVMX / RMEBX | |
| Total Expense Ratio | 0.55 | 1.07 | 51% |
| Annual Report Gross Expense Ratio | 0.78 | 1.07 | 73% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 12.574 | 11.308 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 250 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4M | 109B | 0% |
| Annual Yield % from dividends | 2.87 | 1.09 | 263% |
| Returns for 1 year | 1.18 | 7.57 | 16% |
| Returns for 3 years | 2.39 | 31.59 | 8% |
| Returns for 5 years | 15.18 | 55.29 | 27% |
| Returns for 10 years | 39.25 | 89.40 | 44% |
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