LAVTX
Price
$17.30
Change
+$0.10 (+0.58%)
Updated
Nov 24 closing price
Net Assets
2.07B
RMFEX
Price
$61.81
Change
+$0.52 (+0.85%)
Updated
Nov 24 closing price
Net Assets
109.66B
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LAVTX vs RMFEX

Header iconLAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEXBanner chart's image
Lord Abbett Fundamental Equity R5
Price$17.30
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets2.07B
American Funds American Mutual R4
Price$61.81
Change+$0.52 (+0.85%)
VolumeN/A
Net Assets109.66B
LAVTX vs RMFEX Comparison Chart in %
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LAVTX vs. RMFEX commentary
Nov 25, 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 Hold and RMFEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 110B vs. LAVTX (2.07B). 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). RMFEX annual gain was more profitable for investors over the last year : 5.22 vs. LAVTX (2.63). RMFEX return over 5 years is better than : 53.22 vs. LAVTX (49.39).
LAVTXRMFEXLAVTX / RMFEX
Total Expense Ratio0.700.62113%
Annual Report Gross Expense Ratio0.700.62113%
Fund Existence10 years23 years-
Gain YTD13.15813.79495%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.07B110B2%
Annual Yield % from dividends0.951.4665%
Returns for 1 year2.635.2250%
Returns for 3 years41.1327.54149%
Returns for 5 years49.3953.2293%
Returns for 10 years54.6293.6058%
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