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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$17.09
Change+$0.09 (+0.53%)
VolumeN/A
Net Assets2.19B
American Funds American Mutual R4
Price$60.90
Change+$0.35 (+0.58%)
VolumeN/A
Net Assets111.52B
LAVTX vs RMFEX Comparison Chart in %
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LAVTX vs. RMFEX commentary
Feb 05, 2026
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: 112B vs. LAVTX (2.19B). RMFEX pays higher dividends than LAVTX: RMFEX (1.50) vs LAVTX (0.71). LAVTX was incepted earlier than RMFEX: LAVTX (11 years) vs RMFEX (24 years). LAVTX (0.70) is less costly to investors than RMFEX (0.62). LAVTX is a more actively managed with annual turnover of: 42.00 vs. RMFEX (30.00). LAVTX has a lower initial minimum investment than RMFEX: LAVTX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 7.80 vs. LAVTX (6.45). RMFEX return over 5 years is better than : 46.45 vs. LAVTX (39.34).
| LAVTX | RMFEX | LAVTX / RMFEX | |
| Total Expense Ratio | 0.70 | 0.62 | 113% |
| Annual Report Gross Expense Ratio | 0.70 | 0.62 | 113% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 3.030 | 2.280 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 112B | 2% |
| Annual Yield % from dividends | 0.71 | 1.50 | 48% |
| Returns for 1 year | 6.45 | 7.80 | 83% |
| Returns for 3 years | 37.39 | 29.96 | 125% |
| Returns for 5 years | 39.34 | 46.45 | 85% |
| Returns for 10 years | 70.43 | 114.19 | 62% |
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