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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$16.85
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets2.07B
American Funds American Mutual R4
Price$60.78
Change-$0.07 (-0.12%)
VolumeN/A
Net Assets109.46B
LAVTX vs RMFEX Comparison Chart in %
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LAVTX vs. RMFEX commentary
Sep 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 LAVTX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LAVTX (2.07B). RMFEX pays higher dividends than LAVTX: RMFEX (1.49) vs LAVTX (0.98). LAVTX was incepted earlier than RMFEX: LAVTX (10 years) vs RMFEX (23 years). LAVTX (0.70) is less costly to investors than RMFEX (0.62). LAVTX is a more actively managed with annual turnover of: 39.00 vs. RMFEX (31.00). LAVTX has a lower initial minimum investment than RMFEX: LAVTX (0) vs RMFEX (250). LAVTX annual gain was more profitable for investors over the last year : 9.26 vs. RMFEX (8.06). RMFEX (58.84) and LAVTX (56.71) have equivalent 5 years return.
| LAVTX | RMFEX | LAVTX / RMFEX | |
| Total Expense Ratio | 0.70 | 0.62 | 113% |
| Annual Report Gross Expense Ratio | 0.70 | 0.62 | 113% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 10.724 | 11.638 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 109B | 2% |
| Annual Yield % from dividends | 0.98 | 1.49 | 66% |
| Returns for 1 year | 9.26 | 8.06 | 115% |
| Returns for 3 years | 40.92 | 33.39 | 123% |
| Returns for 5 years | 56.71 | 58.84 | 96% |
| Returns for 10 years | 43.81 | 98.59 | 44% |
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