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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$16.14
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets2.01B
American Funds American Mutual R4
Price$59.33
Change-$0.51 (-0.85%)
VolumeN/A
Net Assets108.7B
LAVTX vs RMFEX Comparison Chart in %
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LAVTX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LAVTX (2.01B). RMFEX pays higher dividends than LAVTX: RMFEX (1.51) vs LAVTX (1.00). 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 : 7.29 vs. LAVTX (6.03). RMFEX (58.61) and LAVTX (57.75) have equivalent 5 years return.
| 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 | 7.039 | 8.849 | 80% |
| 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 | 1.51 | 66% |
| Returns for 1 year | 6.03 | 7.29 | 83% |
| Returns for 3 years | 34.25 | 26.77 | 128% |
| Returns for 5 years | 57.75 | 58.61 | 99% |
| Returns for 10 years | 30.32 | 83.47 | 36% |
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