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LAVTX vs RMFCX
LAVTX vs RMFCX Comparison
Open Charts LAVTX vs RMFCX
Lord Abbett Fundamental Equity R5
Price$15.07
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.87B
American Funds American Mutual R3
Price$54.99
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets100.86B
LAVTX vs RMFCX Comparison Chart
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LAVTX vs. RMFCX commentary
May 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 LAVTX is a Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 101B vs. LAVTX (1.87B). RMFCX pays higher dividends than LAVTX: RMFCX (1.37) vs LAVTX (1.09). 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 : 4.39 vs. LAVTX (1.83). LAVTX return over 5 years is better than : 58.77 vs. RMFCX (55.82).
| 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 | -0.855 | 1.050 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 101B | 2% |
| Annual Yield % from dividends | 1.09 | 1.37 | 80% |
| Returns for 1 year | 1.83 | 4.39 | 42% |
| Returns for 3 years | 23.95 | 17.27 | 139% |
| Returns for 5 years | 58.77 | 55.82 | 105% |
| Returns for 10 years | N/A | 60.49 | - |