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LAVFX vs RMFEX
LAVFX vs RMFEX Comparison
Open Charts LAVFX vs RMFEX
Lord Abbett Fundamental Equity F
Price$14.58
Change-$0.08 (-0.55%)
VolumeN/A
Net Assets1.88B
American Funds American Mutual R4
Price$55.58
Change-$0.56 (-1.00%)
VolumeN/A
Net Assets102.33B
LAVFX vs RMFEX Comparison Chart
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LAVFX vs. RMFEX commentary
Mar 12, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 102B vs. LAVFX (1.88B). RMFEX pays higher dividends than LAVFX: RMFEX (1.56) vs LAVFX (0.95). LAVFX was incepted earlier than RMFEX: LAVFX (17 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 : 5.96 vs. LAVFX (4.00). LAVFX (79.91) and RMFEX (79.76) 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 | 17 years | 23 years | - |
| Gain YTD | -1.080 | 1.202 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.88B | 102B | 2% |
| Annual Yield % from dividends | 0.95 | 1.56 | 61% |
| Returns for 1 year | 4.00 | 5.96 | 67% |
| Returns for 3 years | 18.35 | 16.73 | 110% |
| Returns for 5 years | 79.91 | 79.76 | 100% |
| Returns for 10 years | 20.38 | 71.23 | 29% |