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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$22.39
Change-$0.13 (-0.58%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
HLQVX vs RMFEX Comparison Chart
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HLQVX vs. RMFEX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. HLQVX (5.11B). RMFEX pays higher dividends than HLQVX: RMFEX (1.95) vs HLQVX (1.50). HLQVX was incepted earlier than RMFEX: HLQVX (34 years) vs RMFEX (22 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). HLQVX annual gain was more profitable for investors over the last year : 26.28 vs. RMFEX (21.67). HLQVX return over 5 years is better than : 60.36 vs. RMFEX (47.96).
| HLQVX | RMFEX | HLQVX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 20.236 | 16.733 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 104B | 5% |
| Annual Yield % from dividends | 1.50 | 1.95 | 77% |
| Returns for 1 year | 26.28 | 21.67 | 121% |
| Returns for 3 years | 13.52 | 16.52 | 82% |
| Returns for 5 years | 60.36 | 47.96 | 126% |
| Returns for 10 years | 45.69 | 71.19 | 64% |
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