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HLQVX vs RMFCX
HLQVX vs RMFCX Comparison
Open Charts HLQVX vs RMFCX
JPMorgan Large Cap Value I
Price$19.60
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets4.92B
American Funds American Mutual R3
Price$57.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets105.31B
HLQVX vs RMFCX Comparison Chart
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HLQVX vs. RMFCX commentary
Jun 05, 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 Buy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 105B vs. HLQVX (4.92B). RMFCX (1.31) and HLQVX (1.25) have matching dividends . 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 : 9.11 vs. HLQVX (0.36). RMFCX (50.95) and HLQVX (48.92) have equivalent 5 years return.
| 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 | 0.072 | 5.423 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.92B | 105B | 5% |
| Annual Yield % from dividends | 1.25 | 1.31 | 95% |
| Returns for 1 year | 0.36 | 9.11 | 4% |
| Returns for 3 years | 5.61 | 18.54 | 30% |
| Returns for 5 years | 48.92 | 50.95 | 96% |
| Returns for 10 years | 45.70 | 68.89 | 66% |
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