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LAVTX vs RMFCX
LAVTX vs RMFCX Comparison
Open Charts LAVTX vs RMFCX
Lord Abbett Fundamental Equity R5
Price$14.35
Change+$0.24 (+1.70%)
VolumeN/A
Net Assets1.77B
American Funds American Mutual R3
Price$52.96
Change+$0.76 (+1.46%)
VolumeN/A
Net Assets97.18B
LAVTX vs RMFCX Comparison Chart
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LAVTX vs. RMFCX commentary
Apr 14, 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: 97.2B vs. LAVTX (1.77B). RMFCX pays higher dividends than LAVTX: RMFCX (1.34) vs LAVTX (1.06). LAVTX was incepted earlier than RMFCX: LAVTX (10 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than LAVTX (0.69). 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 : 1.87 vs. LAVTX (-1.99). LAVTX (53.38) and RMFCX (53.32) have equivalent 5 years return.
| LAVTX | RMFCX | LAVTX / RMFCX | |
| Total Expense Ratio | 0.69 | 0.91 | 76% |
| Annual Report Gross Expense Ratio | 0.69 | 0.91 | 76% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -5.592 | -2.681 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 97.2B | 2% |
| Annual Yield % from dividends | 1.06 | 1.34 | 79% |
| Returns for 1 year | -1.99 | 1.87 | -106% |
| Returns for 3 years | 9.32 | 6.27 | 149% |
| Returns for 5 years | 53.38 | 53.32 | 100% |
| Returns for 10 years | N/A | 54.78 | - |
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