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LAVFX vs RMFEX
LAVFX vs RMFEX Comparison
Open Charts LAVFX vs RMFEX
Lord Abbett Fundamental Equity F
Price$13.93
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.77B
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
LAVFX vs RMFEX Comparison Chart
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LAVFX vs. RMFEX commentary
Apr 19, 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 LAVFX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. LAVFX (1.77B). RMFEX pays higher dividends than LAVFX: RMFEX (1.61) vs LAVFX (0.99). LAVFX was incepted earlier than RMFEX: LAVFX (18 years) vs RMFEX (23 years). LAVFX (0.79) is less costly to investors than RMFEX (0.62). LAVFX is a more actively managed with annual turnover of: 39.00 vs. RMFEX (31.00). LAVFX has a lower initial minimum investment than RMFEX: LAVFX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 3.95 vs. LAVFX (0.08). LAVFX (51.96) and RMFEX (51.09) have equivalent 5 years return.
| LAVFX | RMFEX | LAVFX / RMFEX | |
| Total Expense Ratio | 0.79 | 0.62 | 127% |
| Annual Report Gross Expense Ratio | 0.79 | 0.62 | 127% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -6.005 | -3.251 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 96.5B | 2% |
| Annual Yield % from dividends | 0.99 | 1.61 | 61% |
| Returns for 1 year | 0.08 | 3.95 | 2% |
| Returns for 3 years | 7.93 | 6.78 | 117% |
| Returns for 5 years | 51.96 | 51.09 | 102% |
| Returns for 10 years | 11.34 | 58.82 | 19% |