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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$15.46
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets1.92B
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.22B
LAVTX vs RMFEX Comparison Chart
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LAVTX vs. RMFEX commentary
Jun 07, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LAVTX (1.92B). RMFEX pays higher dividends than LAVTX: RMFEX (1.58) vs LAVTX (1.05). LAVTX was incepted earlier than RMFEX: LAVTX (10 years) vs RMFEX (23 years). LAVTX (0.70) is less costly to investors than RMFEX (0.62). LAVTX is a more actively managed with annual turnover of: 39.00 vs. RMFEX (31.00). LAVTX has a lower initial minimum investment than RMFEX: LAVTX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 8.80 vs. LAVTX (5.37). RMFEX return over 5 years is better than : 53.30 vs. LAVTX (44.79).
| LAVTX | RMFEX | LAVTX / RMFEX | |
| Total Expense Ratio | 0.70 | 0.62 | 113% |
| Annual Report Gross Expense Ratio | 0.70 | 0.62 | 113% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 1.842 | 5.559 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 105B | 2% |
| Annual Yield % from dividends | 1.05 | 1.58 | 67% |
| Returns for 1 year | 5.37 | 8.80 | 61% |
| Returns for 3 years | 22.11 | 19.58 | 113% |
| Returns for 5 years | 44.79 | 53.30 | 84% |
| Returns for 10 years | N/A | 76.28 | - |
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