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LDFVX vs RMFEX
LDFVX vs RMFEX Comparison
Open Charts LDFVX vs RMFEX
Lord Abbett Fundamental Equity A
Price$17.08
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.1B
American Funds American Mutual R4
Price$62.60
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets112.6B
LDFVX vs RMFEX Comparison Chart in %
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LDFVX vs. RMFEX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. LDFVX (2.1B). RMFEX pays higher dividends than LDFVX: RMFEX (1.46) vs LDFVX (0.74). LDFVX was incepted earlier than RMFEX: LDFVX (29 years) vs RMFEX (23 years). LDFVX (0.95) 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 (8.19) and LDFVX (8.08) have marching annual gain over last year. RMFEX return over 5 years is better than : 61.35 vs. LDFVX (57.04).
| LDFVX | RMFEX | LDFVX / RMFEX | |
| Total Expense Ratio | 0.95 | 0.62 | 153% |
| Annual Report Gross Expense Ratio | 0.95 | 0.62 | 153% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 13.205 | 15.248 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 113B | 2% |
| Annual Yield % from dividends | 0.74 | 1.46 | 50% |
| Returns for 1 year | 8.08 | 8.19 | 99% |
| Returns for 3 years | 50.18 | 45.24 | 111% |
| Returns for 5 years | 57.04 | 61.35 | 93% |
| Returns for 10 years | 41.13 | 102.04 | 40% |
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