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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$16.69
Change+$0.18 (+1.09%)
VolumeN/A
Net Assets2.03B
American Funds American Mutual R4
Price$60.91
Change+$0.57 (+0.94%)
VolumeN/A
Net Assets108.68B
LAVTX vs RMFEX Comparison Chart in %
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LAVTX vs. RMFEX commentary
Aug 23, 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 (2.04B). RMFEX pays higher dividends than LAVTX: RMFEX (1.51) vs LAVTX (1.00). 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 : 8.26 vs. LAVTX (6.70). RMFEX return over 5 years is better than : 59.61 vs. LAVTX (55.98).
| 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 | 8.618 | 11.748 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 109B | 2% |
| Annual Yield % from dividends | 1.00 | 1.51 | 66% |
| Returns for 1 year | 6.70 | 8.26 | 81% |
| Returns for 3 years | 32.59 | 28.24 | 115% |
| Returns for 5 years | 55.98 | 59.61 | 94% |
| Returns for 10 years | 47.81 | 107.83 | 44% |
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