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LAVYX vs RMFEX
LAVYX vs RMFEX Comparison
Open Charts LAVYX vs RMFEX
Lord Abbett Fundamental Equity I
Price$14.52
Change+$0.97 (+7.16%)
VolumeN/A
Net Assets1.67B
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets98.3B
LAVYX vs RMFEX Comparison Chart
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LAVYX vs. RMFEX commentary
Apr 11, 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 LAVYX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.3B vs. LAVYX (1.67B). RMFEX pays higher dividends than LAVYX: RMFEX (1.61) vs LAVYX (1.06). LAVYX was incepted earlier than RMFEX: LAVYX (22 years) vs RMFEX (23 years). LAVYX (0.69) is less costly to investors than RMFEX (0.62). LAVYX is a more actively managed with annual turnover of: 39.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LAVYX: RMFEX (250) vs LAVYX (1000000). RMFEX annual gain was more profitable for investors over the last year : -4.11 vs. LAVYX (-8.57). RMFEX return over 5 years is better than : 47.69 vs. LAVYX (44.98).
| LAVYX | RMFEX | LAVYX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -10.797 | -7.620 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 98.3B | 2% |
| Annual Yield % from dividends | 1.06 | 1.61 | 66% |
| Returns for 1 year | -8.57 | -4.11 | 208% |
| Returns for 3 years | 1.70 | 0.28 | 616% |
| Returns for 5 years | 44.98 | 47.69 | 94% |
| Returns for 10 years | 7.72 | 51.93 | 15% |
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