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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$17.13
Change-$0.14 (-0.81%)
VolumeN/A
Net Assets2.1B
American Funds American Mutual R4
Price$62.27
Change-$0.33 (-0.53%)
VolumeN/A
Net Assets112.58B
LAVTX vs RMFEX Comparison Chart in %
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LAVTX vs. RMFEX commentary
Oct 11, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. LAVTX (2.1B). RMFEX pays higher dividends than LAVTX: RMFEX (1.46) vs LAVTX (0.95). 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 : 7.62 vs. RMFEX (6.97). RMFEX (60.50) and LAVTX (58.80) 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 | 13.618 | 14.641 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 113B | 2% |
| Annual Yield % from dividends | 0.95 | 1.46 | 65% |
| Returns for 1 year | 7.62 | 6.97 | 109% |
| Returns for 3 years | 52.35 | 45.05 | 116% |
| Returns for 5 years | 58.80 | 60.50 | 97% |
| Returns for 10 years | 44.06 | 100.86 | 44% |
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