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LDFVX vs RMFEX
LDFVX vs RMFEX Comparison
Open Charts LDFVX vs RMFEX
Lord Abbett Fundamental Equity A
Price$15.74
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets1.98B
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets102.85B
LDFVX vs RMFEX Comparison Chart
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LDFVX vs. RMFEX commentary
Jan 19, 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 LDFVX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. LDFVX (1.98B). RMFEX pays higher dividends than LDFVX: RMFEX (1.95) vs LDFVX (0.74). LDFVX was incepted earlier than RMFEX: LDFVX (29 years) vs RMFEX (23 years). LDFVX (26.00) and RMFEX (25.00) have comparable annual turnover. RMFEX has a lower initial minimum investment than LDFVX: RMFEX (250) vs LDFVX (1500). LDFVX annual gain was more profitable for investors over the last year : 19.64 vs. RMFEX (12.78). RMFEX return over 5 years is better than : 39.96 vs. LDFVX (33.40).
| LDFVX | RMFEX | LDFVX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 4.446 | 2.167 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 103B | 2% |
| Annual Yield % from dividends | 0.74 | 1.95 | 38% |
| Returns for 1 year | 19.64 | 12.78 | 154% |
| Returns for 3 years | 16.99 | 13.63 | 125% |
| Returns for 5 years | 33.40 | 39.96 | 84% |
| Returns for 10 years | 28.04 | 71.41 | 39% |
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