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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$20.70
Change+$0.16 (+0.78%)
VolumeN/A
Net Assets5.06B
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
HLQVX vs RMFEX Comparison Chart
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HLQVX vs. RMFEX commentary
Jan 31, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. HLQVX (5.06B). RMFEX pays higher dividends than HLQVX: RMFEX (1.95) vs HLQVX (1.50). HLQVX was incepted earlier than RMFEX: HLQVX (34 years) vs RMFEX (23 years). HLQVX is a more actively managed with annual turnover of: 143.00 vs. RMFEX (25.00). 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 : 14.15 vs. HLQVX (12.01). HLQVX (48.77) and RMFEX (47.35) have equivalent 5 years return.
| HLQVX | RMFEX | HLQVX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | 5.344 | 4.534 | 118% |
| 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 | 105B | 5% |
| Annual Yield % from dividends | 1.50 | 1.95 | 77% |
| Returns for 1 year | 12.01 | 14.15 | 85% |
| Returns for 3 years | 10.66 | 17.09 | 62% |
| Returns for 5 years | 48.77 | 47.35 | 103% |
| Returns for 10 years | 62.24 | 76.58 | 81% |
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