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HLQVX vs RMFCX
HLQVX vs RMFCX Comparison
Open Charts HLQVX vs RMFCX
JPMorgan Large Cap Value I
Price$19.28
Change+$0.34 (+1.80%)
VolumeN/A
Net Assets4.91B
American Funds American Mutual R3
Price$55.47
Change+$0.82 (+1.50%)
VolumeN/A
Net Assets101.76B
HLQVX vs RMFCX Comparison Chart
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HLQVX vs. RMFCX commentary
May 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: 102B vs. HLQVX (4.92B). RMFCX pays higher dividends than HLQVX: RMFCX (1.37) vs HLQVX (1.29). 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 : 8.35 vs. HLQVX (0.40). HLQVX return over 5 years is better than : 78.77 vs. RMFCX (60.50).
| 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 | -1.662 | 1.932 | -86% |
| 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 | 102B | 5% |
| Annual Yield % from dividends | 1.29 | 1.37 | 94% |
| Returns for 1 year | 0.40 | 8.35 | 5% |
| Returns for 3 years | 4.22 | 15.71 | 27% |
| Returns for 5 years | 78.77 | 60.50 | 130% |
| Returns for 10 years | 46.49 | 62.46 | 74% |
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