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LAVTX vs RMFCX
LAVTX vs RMFCX Comparison
Open Charts LAVTX vs RMFCX
Lord Abbett Fundamental Equity R5
Price$16.14
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets2.01B
American Funds American Mutual R3
Price$58.96
Change-$0.50 (-0.84%)
VolumeN/A
Net Assets108.7B
LAVTX vs RMFCX Comparison Chart in %
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LAVTX vs. RMFCX commentary
Aug 02, 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 LAVTX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 109B vs. LAVTX (2.01B). RMFCX pays higher dividends than LAVTX: RMFCX (1.26) vs LAVTX (1.00). LAVTX was incepted earlier than RMFCX: LAVTX (10 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than LAVTX (0.70). LAVTX is a more actively managed with annual turnover of: 39.00 vs. RMFCX (31.00). LAVTX has a lower initial minimum investment than RMFCX: LAVTX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 6.95 vs. LAVTX (6.03). LAVTX (57.75) and RMFCX (56.18) have equivalent 5 years return.
| LAVTX | RMFCX | LAVTX / RMFCX | |
| Total Expense Ratio | 0.70 | 0.91 | 77% |
| Annual Report Gross Expense Ratio | 0.70 | 0.91 | 77% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 7.039 | 8.675 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 109B | 2% |
| Annual Yield % from dividends | 1.00 | 1.26 | 80% |
| Returns for 1 year | 6.03 | 6.95 | 87% |
| Returns for 3 years | 34.25 | 25.63 | 134% |
| Returns for 5 years | 57.75 | 56.18 | 103% |
| Returns for 10 years | 30.32 | 76.53 | 40% |
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