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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$14.35
Change+$0.24 (+1.70%)
VolumeN/A
Net Assets1.74B
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets95.8B
LAVTX vs RMFEX Comparison Chart
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LAVTX vs. RMFEX commentary
Apr 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 95.8B vs. LAVTX (1.74B). RMFEX pays higher dividends than LAVTX: RMFEX (1.61) vs LAVTX (1.06). LAVTX was incepted earlier than RMFEX: LAVTX (10 years) vs RMFEX (23 years). LAVTX (0.69) 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 : 2.21 vs. LAVTX (-3.63). RMFEX return over 5 years is better than : 55.72 vs. LAVTX (50.81).
| LAVTX | RMFEX | LAVTX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -7.171 | -2.593 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 95.8B | 2% |
| Annual Yield % from dividends | 1.06 | 1.61 | 66% |
| Returns for 1 year | -3.63 | 2.21 | -164% |
| Returns for 3 years | 7.49 | 7.26 | 103% |
| Returns for 5 years | 50.81 | 55.72 | 91% |
| Returns for 10 years | N/A | 60.75 | - |