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HLQVX vs RMFCX
HLQVX vs RMFCX Comparison
Open Charts HLQVX vs RMFCX
JPMorgan Large Cap Value I
Price$20.08
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets5.02B
American Funds American Mutual R3
Price$59.40
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets108.54B
HLQVX vs RMFCX Comparison Chart in %
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HLQVX vs. RMFCX commentary
Aug 07, 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: 109B vs. HLQVX (5.02B). RMFCX (1.26) and HLQVX (1.20) 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 : 10.70 vs. HLQVX (2.97). HLQVX return over 5 years is better than : 59.48 vs. RMFCX (54.40).
| 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 | 3.112 | 9.486 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 109B | 5% |
| Annual Yield % from dividends | 1.20 | 1.26 | 96% |
| Returns for 1 year | 2.97 | 10.70 | 28% |
| Returns for 3 years | 14.11 | 25.70 | 55% |
| Returns for 5 years | 59.48 | 54.40 | 109% |
| Returns for 10 years | 53.41 | 78.69 | 68% |
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