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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$15.07
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets1.87B
American Funds American Mutual R4
Price$55.34
Change-$0.12 (-0.22%)
VolumeN/A
Net Assets100.86B
LAVTX vs RMFEX Comparison Chart
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LAVTX vs. RMFEX commentary
May 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: 101B vs. LAVTX (1.87B). RMFEX pays higher dividends than LAVTX: RMFEX (1.65) vs LAVTX (1.09). 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 : 4.72 vs. LAVTX (1.83). LAVTX (58.77) and RMFEX (58.22) 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 | -0.855 | 1.154 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 101B | 2% |
| Annual Yield % from dividends | 1.09 | 1.65 | 66% |
| Returns for 1 year | 1.83 | 4.72 | 39% |
| Returns for 3 years | 23.95 | 18.36 | 130% |
| Returns for 5 years | 58.77 | 58.22 | 101% |
| Returns for 10 years | N/A | 66.67 | - |