Ad is loading...
LDFVX vs RMFEX
LDFVX vs RMFEX Comparison
Open Charts LDFVX vs RMFEX
Lord Abbett Fundamental Equity A
Price$14.15
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets1.77B
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
LDFVX vs RMFEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
LDFVX vs. RMFEX commentary
Apr 18, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. LDFVX (1.77B). RMFEX pays higher dividends than LDFVX: RMFEX (1.61) vs LDFVX (0.83). LDFVX was incepted earlier than RMFEX: LDFVX (29 years) vs RMFEX (23 years). LDFVX (0.94) is less costly to investors than RMFEX (0.62). LDFVX is a more actively managed with annual turnover of: 39.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LDFVX: RMFEX (250) vs LDFVX (1500). RMFEX annual gain was more profitable for investors over the last year : 3.95 vs. LDFVX (0.16). LDFVX (51.97) and RMFEX (51.09) have equivalent 5 years return.
| LDFVX | RMFEX | LDFVX / RMFEX | |
| Total Expense Ratio | 0.94 | 0.62 | 152% |
| Annual Report Gross Expense Ratio | 0.94 | 0.62 | 152% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | -5.972 | -3.251 | 184% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 96.5B | 2% |
| Annual Yield % from dividends | 0.83 | 1.61 | 51% |
| Returns for 1 year | 0.16 | 3.95 | 4% |
| Returns for 3 years | 7.84 | 6.78 | 116% |
| Returns for 5 years | 51.97 | 51.09 | 102% |
| Returns for 10 years | 11.38 | 58.82 | 19% |