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HLQVX vs RMFCX
HLQVX vs RMFCX Comparison
Open Charts HLQVX vs RMFCX
JPMorgan Large Cap Value I
Price$19.74
Change-$0.60 (-2.95%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$54.22
Change-$1.42 (-2.55%)
VolumeN/A
CapitalizationN/A
HLQVX vs RMFCX Comparison Chart
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HLQVX vs. RMFCX commentary
Dec 19, 2024
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 HLQVX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 98.7B vs. HLQVX (5.03B). RMFCX pays higher dividends than HLQVX: RMFCX (1.69) vs HLQVX (1.50). HLQVX was incepted earlier than RMFCX: HLQVX (34 years) vs RMFCX (23 years). HLQVX is a more actively managed with annual turnover of: 143.00 vs. RMFCX (25.00). RMFCX has a lower initial minimum investment than HLQVX: RMFCX (250) vs HLQVX (1000000). RMFCX annual gain was more profitable for investors over the last year : 12.63 vs. HLQVX (10.19). HLQVX (42.01) and RMFCX (40.39) have equivalent 5 years return.
| HLQVX | RMFCX | HLQVX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 9.227 | 11.423 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 98.7B | 5% |
| Annual Yield % from dividends | 1.50 | 1.69 | 88% |
| Returns for 1 year | 10.19 | 12.63 | 81% |
| Returns for 3 years | 15.18 | 14.16 | 107% |
| Returns for 5 years | 42.01 | 40.39 | 104% |
| Returns for 10 years | 53.91 | 61.84 | 87% |