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HLQVX vs RMFCX
HLQVX vs RMFCX Comparison
Open Charts HLQVX vs RMFCX
JPMorgan Large Cap Value I
Price$20.41
Change+$0.13 (+0.64%)
VolumeN/A
Net Assets5.06B
American Funds American Mutual R3
Price$55.77
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets102.85B
HLQVX vs RMFCX Comparison Chart
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HLQVX vs. RMFCX commentary
Jan 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 HLQVX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. HLQVX (5.06B). 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). HLQVX (12.85) and RMFCX (12.43) have marching annual gain over last year. HLQVX (39.28) and RMFCX (37.82) 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 | 3.868 | 2.162 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 103B | 5% |
| Annual Yield % from dividends | 1.50 | 1.69 | 88% |
| Returns for 1 year | 12.85 | 12.43 | 103% |
| Returns for 3 years | 6.51 | 12.60 | 52% |
| Returns for 5 years | 39.28 | 37.82 | 104% |
| Returns for 10 years | 60.31 | 65.18 | 93% |
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