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LDFVX vs RMFEX
LDFVX vs RMFEX Comparison
Open Charts LDFVX vs RMFEX
Lord Abbett Fundamental Equity A
Price$16.57
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.05B
American Funds American Mutual R4
Price$60.97
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets108.91B
LDFVX vs RMFEX Comparison Chart in %
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LDFVX vs. RMFEX commentary
Aug 29, 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: 109B vs. LDFVX (2.05B). 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 : 7.31 vs. LDFVX (6.52). RMFEX return over 5 years is better than : 56.62 vs. LDFVX (52.21).
| 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 | 9.821 | 11.858 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 109B | 2% |
| Annual Yield % from dividends | 0.78 | 1.51 | 51% |
| Returns for 1 year | 6.52 | 7.31 | 89% |
| Returns for 3 years | 35.49 | 30.46 | 116% |
| Returns for 5 years | 52.21 | 56.62 | 92% |
| Returns for 10 years | 39.71 | 98.75 | 40% |
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