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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$19.74
Change-$0.60 (-2.95%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
HLQVX vs RMFEX Comparison Chart
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HLQVX vs. RMFEX commentary
Dec 19, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. HLQVX (5.03B). 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). RMFEX annual gain was more profitable for investors over the last year : 12.89 vs. HLQVX (10.19). RMFEX (42.46) and HLQVX (42.01) 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 | 22 years | - |
| Gain YTD | 9.227 | 11.693 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.03B | 98.7B | 5% |
| Annual Yield % from dividends | 1.50 | 1.95 | 77% |
| Returns for 1 year | 10.19 | 12.89 | 79% |
| Returns for 3 years | 15.18 | 15.13 | 100% |
| Returns for 5 years | 42.01 | 42.46 | 99% |
| Returns for 10 years | 53.91 | 67.84 | 79% |
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