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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$18.54
Change+$1.13 (+6.49%)
VolumeN/A
Net Assets4.33B
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
HLQVX vs RMFEX Comparison Chart
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HLQVX vs. RMFEX commentary
Apr 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 92.2B vs. HLQVX (4.33B). RMFEX pays higher dividends than HLQVX: RMFEX (1.61) vs HLQVX (1.25). 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 : -4.11 vs. HLQVX (-11.88). HLQVX return over 5 years is better than : 60.30 vs. RMFEX (47.69).
| 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 | -11.200 | -7.620 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 92.2B | 5% |
| Annual Yield % from dividends | 1.25 | 1.61 | 78% |
| Returns for 1 year | -11.88 | -4.11 | 289% |
| Returns for 3 years | -11.27 | 0.28 | -4,076% |
| Returns for 5 years | 60.30 | 47.69 | 126% |
| Returns for 10 years | 30.94 | 51.93 | 60% |
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