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LAVTX vs RMFEX
LAVTX vs RMFEX Comparison
Open Charts LAVTX vs RMFEX
Lord Abbett Fundamental Equity R5
Price$17.08
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets2.08B
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets110.88B
LAVTX vs RMFEX Comparison Chart in %
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LAVTX vs. RMFEX commentary
Oct 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 LAVTX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 111B vs. LAVTX (2.08B). RMFEX pays higher dividends than LAVTX: RMFEX (1.46) vs LAVTX (0.95). 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 : 5.28 vs. LAVTX (4.89). RMFEX (59.52) and LAVTX (56.92) 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 | 12.368 | 13.941 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 111B | 2% |
| Annual Yield % from dividends | 0.95 | 1.46 | 65% |
| Returns for 1 year | 4.89 | 5.28 | 92% |
| Returns for 3 years | 46.38 | 40.09 | 116% |
| Returns for 5 years | 56.92 | 59.52 | 96% |
| Returns for 10 years | 41.28 | 98.84 | 42% |
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