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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$16.51
Change-$0.07 (-0.42%)
VolumeN/A
Net Assets2.16B
American Funds American Mutual R4
Price$62.90
Change-$0.49 (-0.77%)
VolumeN/A
Net Assets111.8B
LAVTX vs RMFEX Comparison Chart in %
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LAVTX vs. RMFEX commentary
Dec 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 112B vs. LAVTX (2.16B). RMFEX pays higher dividends than LAVTX: RMFEX (1.43) vs LAVTX (0.00). 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). RMFEX annual gain was more profitable for investors over the last year : 9.19 vs. LAVTX (5.61). RMFEX return over 5 years is better than : 57.31 vs. LAVTX (43.16).
| 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 | 9.079 | 16.703 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 112B | 2% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 5.61 | 9.19 | 61% |
| Returns for 3 years | 38.15 | 31.21 | 122% |
| Returns for 5 years | 43.16 | 57.31 | 75% |
| Returns for 10 years | 54.81 | 105.64 | 52% |
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