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LDFVX vs RMFEX
LDFVX vs RMFEX Comparison
Open Charts LDFVX vs RMFEX
Lord Abbett Fundamental Equity A
Price$16.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.01B
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.54B
LDFVX vs RMFEX Comparison Chart in %
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LDFVX vs. RMFEX commentary
Aug 08, 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: 109B vs. LDFVX (2.01B). RMFEX pays higher dividends than LDFVX: RMFEX (1.51) vs LDFVX (0.78). 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 annual gain was more profitable for investors over the last year : 11.42 vs. LDFVX (10.51). RMFEX return over 5 years is better than : 56.63 vs. LDFVX (52.68).
| 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 | 7.100 | 9.583 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 109B | 2% |
| Annual Yield % from dividends | 0.78 | 1.51 | 51% |
| Returns for 1 year | 10.51 | 11.42 | 92% |
| Returns for 3 years | 32.45 | 26.71 | 122% |
| Returns for 5 years | 52.68 | 56.63 | 93% |
| Returns for 10 years | 26.86 | 83.15 | 32% |
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