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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$17.04
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets2.08B
American Funds American Mutual R4
Price$61.59
Change-$0.20 (-0.32%)
VolumeN/A
Net Assets110.3B
LAVTX vs RMFEX Comparison Chart in %
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LAVTX vs. RMFEX commentary
Sep 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. LAVTX (2.08B). RMFEX pays higher dividends than LAVTX: RMFEX (1.49) vs LAVTX (0.98). 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). LAVTX annual gain was more profitable for investors over the last year : 10.91 vs. RMFEX (8.31). RMFEX (62.71) and LAVTX (61.28) 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 | 12.105 | 12.995 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 110B | 2% |
| Annual Yield % from dividends | 0.98 | 1.49 | 66% |
| Returns for 1 year | 10.91 | 8.31 | 131% |
| Returns for 3 years | 41.18 | 34.09 | 121% |
| Returns for 5 years | 61.28 | 62.71 | 98% |
| Returns for 10 years | 45.72 | 101.12 | 45% |
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