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LVAEX vs RMEBX
LVAEX vs RMEBX Comparison
Open Charts LVAEX vs RMEBX
LSV Value Equity Investor
Price$29.12
Change+$0.24 (+0.83%)
VolumeN/A
Net Assets1.3B
American Funds American Mutual R2E
Price$60.71
Change+$0.28 (+0.46%)
VolumeN/A
Net Assets109.46B
LVAEX vs RMEBX Comparison Chart in %
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LVAEX 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 LVAEX is a Buy and RMEBX is a Buy.
FUNDAMENTALS
Fundamentals
RMEBX has more cash in the bank: 109B vs. LVAEX (1.3B). LVAEX pays higher dividends than RMEBX: LVAEX (1.59) vs RMEBX (1.09). LVAEX was incepted earlier than RMEBX: LVAEX (11 years) vs RMEBX (11 years). RMEBX (1.07) is less costly to investors than LVAEX (0.92). RMEBX is a more actively managed with annual turnover of: 31.00 vs. LVAEX (26.00). RMEBX has a lower initial minimum investment than LVAEX: RMEBX (250) vs LVAEX (1000). LVAEX (7.64) and RMEBX (7.45) have marching annual gain over last year. RMEBX return over 5 years is better than : 55.11 vs. LVAEX (39.23).
| LVAEX | RMEBX | LVAEX / RMEBX | |
| Total Expense Ratio | 0.92 | 1.07 | 86% |
| Annual Report Gross Expense Ratio | 0.92 | 1.07 | 86% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 11.767 | 11.179 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 109B | 1% |
| Annual Yield % from dividends | 1.59 | 1.09 | 146% |
| Returns for 1 year | 7.64 | 7.45 | 103% |
| Returns for 3 years | 20.46 | 31.44 | 65% |
| Returns for 5 years | 39.23 | 55.11 | 71% |
| Returns for 10 years | 54.41 | 89.18 | 61% |
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