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LAVQX vs RMFEX
LAVQX vs RMFEX Comparison
Open Charts LAVQX vs RMFEX
Lord Abbett Fundamental Equity R2
Price$15.61
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets2.01B
American Funds American Mutual R4
Price$59.78
Change-$0.31 (-0.52%)
VolumeN/A
Net Assets109.13B
LAVQX vs RMFEX Comparison Chart in %
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LAVQX vs. RMFEX commentary
Aug 06, 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 LAVQX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LAVQX (2.02B). RMFEX pays higher dividends than LAVQX: RMFEX (1.51) vs LAVQX (0.51). LAVQX was incepted earlier than RMFEX: LAVQX (18 years) vs RMFEX (23 years). LAVQX (1.30) is less costly to investors than RMFEX (0.62). LAVQX is a more actively managed with annual turnover of: 39.00 vs. RMFEX (31.00). LAVQX has a lower initial minimum investment than RMFEX: LAVQX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 11.97 vs. LAVQX (10.48). RMFEX return over 5 years is better than : 57.74 vs. LAVQX (52.01).
| LAVQX | RMFEX | LAVQX / RMFEX | |
| Total Expense Ratio | 1.30 | 0.62 | 210% |
| Annual Report Gross Expense Ratio | 1.30 | 0.62 | 210% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 7.050 | 9.675 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 109B | 2% |
| Annual Yield % from dividends | 0.51 | 1.51 | 34% |
| Returns for 1 year | 10.48 | 11.97 | 88% |
| Returns for 3 years | 31.40 | 26.87 | 117% |
| Returns for 5 years | 52.01 | 57.74 | 90% |
| Returns for 10 years | 24.30 | 85.72 | 28% |