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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$16.13
Change+$0.17 (+1.07%)
VolumeN/A
Net Assets1.99B
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
LAVTX vs RMFEX Comparison Chart
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LAVTX vs. RMFEX commentary
Jan 31, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. LAVTX (1.99B). RMFEX pays higher dividends than LAVTX: RMFEX (1.95) vs LAVTX (0.94). LAVTX was incepted earlier than RMFEX: LAVTX (10 years) vs RMFEX (23 years). LAVTX (26.00) and RMFEX (25.00) have comparable annual turnover. 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 : 18.90 vs. RMFEX (14.15). RMFEX return over 5 years is better than : 47.35 vs. LAVTX (40.87).
| LAVTX | RMFEX | LAVTX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 5.000 | 4.534 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 105B | 2% |
| Annual Yield % from dividends | 0.94 | 1.95 | 48% |
| Returns for 1 year | 18.90 | 14.15 | 133% |
| Returns for 3 years | 20.50 | 17.09 | 120% |
| Returns for 5 years | 40.87 | 47.35 | 86% |
| Returns for 10 years | N/A | 76.58 | - |
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