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LDFVX vs RMFEX
LDFVX vs RMFEX Comparison
Open Charts LDFVX vs RMFEX
Lord Abbett Fundamental Equity A
Price$16.82
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets2.09B
American Funds American Mutual R4
Price$61.47
Change-$0.15 (-0.24%)
VolumeN/A
Net Assets110.88B
LDFVX vs RMFEX Comparison Chart in %
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LDFVX vs. RMFEX commentary
Sep 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. LDFVX (2.09B). RMFEX pays higher dividends than LDFVX: RMFEX (1.49) vs LDFVX (0.76). 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). LDFVX annual gain was more profitable for investors over the last year : 8.48 vs. RMFEX (7.44). RMFEX (62.65) and LDFVX (59.71) have equivalent 5 years return.
| 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 | 11.413 | 13.168 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.09B | 111B | 2% |
| Annual Yield % from dividends | 0.76 | 1.49 | 51% |
| Returns for 1 year | 8.48 | 7.44 | 114% |
| Returns for 3 years | 41.20 | 35.34 | 117% |
| Returns for 5 years | 59.71 | 62.65 | 95% |
| Returns for 10 years | 44.47 | 104.13 | 43% |
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