Interact to see
Advertisement
Advertisement
LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$16.10
Change-$0.09 (-0.56%)
VolumeN/A
Net Assets2B
American Funds American Mutual R4
Price$59.75
Change-$0.21 (-0.35%)
VolumeN/A
Net Assets109.28B
LAVTX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LAVTX vs. RMFEX commentary
Jul 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: 109B vs. LAVTX (2B). RMFEX pays higher dividends than LAVTX: RMFEX (1.53) vs LAVTX (1.02). 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 : 10.12 vs. LAVTX (7.81). RMFEX (64.02) and LAVTX (62.14) 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 | 6.513 | 9.619 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 109B | 2% |
| Annual Yield % from dividends | 1.02 | 1.53 | 66% |
| Returns for 1 year | 7.81 | 10.12 | 77% |
| Returns for 3 years | 40.64 | 32.24 | 126% |
| Returns for 5 years | 62.14 | 64.02 | 97% |
| Returns for 10 years | 27.15 | 82.91 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement