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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$20.08
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets5.02B
American Funds American Mutual R4
Price$59.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets108.54B
HLQVX vs RMFEX Comparison Chart in %
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HLQVX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. HLQVX (5.02B). RMFEX pays higher dividends than HLQVX: RMFEX (1.51) vs HLQVX (1.20). HLQVX was incepted earlier than RMFEX: HLQVX (34 years) vs RMFEX (23 years). HLQVX (0.76) is less costly to investors than RMFEX (0.62). HLQVX is a more actively managed with annual turnover of: 167.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than HLQVX: RMFEX (250) vs HLQVX (1000000). RMFEX annual gain was more profitable for investors over the last year : 11.05 vs. HLQVX (2.97). HLQVX (59.48) and RMFEX (56.76) have equivalent 5 years return.
| HLQVX | RMFEX | HLQVX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.76 | 0.62 | 123% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 3.112 | 9.675 | 32% |
| 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 | 1.51 | 79% |
| Returns for 1 year | 2.97 | 11.05 | 27% |
| Returns for 3 years | 14.11 | 26.87 | 53% |
| Returns for 5 years | 59.48 | 56.76 | 105% |
| Returns for 10 years | 53.41 | 85.72 | 62% |
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