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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$19.37
Change-$0.35 (-1.77%)
VolumeN/A
Net Assets4.88B
American Funds American Mutual R4
Price$56.14
Change-$0.84 (-1.47%)
VolumeN/A
Net Assets104.15B
HLQVX vs RMFEX Comparison Chart
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HLQVX vs. RMFEX commentary
Mar 11, 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. HLQVX (4.88B). RMFEX pays higher dividends than HLQVX: RMFEX (1.56) vs HLQVX (1.27). 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 : 8.73 vs. HLQVX (1.82). HLQVX return over 5 years is better than : 62.41 vs. RMFEX (55.88).
| 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 | 0.356 | 3.751 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 104B | 5% |
| Annual Yield % from dividends | 1.27 | 1.56 | 81% |
| Returns for 1 year | 1.82 | 8.73 | 21% |
| Returns for 3 years | 7.08 | 20.22 | 35% |
| Returns for 5 years | 62.41 | 55.88 | 112% |
| Returns for 10 years | 51.89 | 75.54 | 69% |
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