Ad is loading...
HLQVX vs RMFCX
HLQVX vs RMFCX Comparison
Open Charts HLQVX vs RMFCX
JPMorgan Large Cap Value I
Price$18.54
Change+$1.13 (+6.49%)
VolumeN/A
Net Assets4.33B
American Funds American Mutual R3
Price$53.56
Change+$3.33 (+6.63%)
VolumeN/A
Net Assets92.19B
HLQVX vs RMFCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
HLQVX vs. RMFCX commentary
Apr 11, 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 HLQVX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 92.2B vs. HLQVX (4.33B). RMFCX pays higher dividends than HLQVX: RMFCX (1.34) vs HLQVX (1.25). HLQVX was incepted earlier than RMFCX: HLQVX (34 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than HLQVX (0.76). HLQVX is a more actively managed with annual turnover of: 167.00 vs. RMFCX (31.00). 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 : -4.43 vs. HLQVX (-11.88). HLQVX return over 5 years is better than : 60.30 vs. RMFCX (45.42).
| HLQVX | RMFCX | HLQVX / RMFCX | |
| Total Expense Ratio | 0.69 | 0.91 | 76% |
| Annual Report Gross Expense Ratio | 0.76 | 0.91 | 84% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -11.200 | -7.697 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 92.2B | 5% |
| Annual Yield % from dividends | 1.25 | 1.34 | 93% |
| Returns for 1 year | -11.88 | -4.43 | 268% |
| Returns for 3 years | -11.27 | -0.65 | 1,734% |
| Returns for 5 years | 60.30 | 45.42 | 133% |
| Returns for 10 years | 30.94 | 46.29 | 67% |
View a ticker or compare two or three
VS
VS
Ad is loading...