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HLQVX vs RMFEX
HLQVX vs RMFEX Comparison
Open Charts HLQVX vs RMFEX
JPMorgan Large Cap Value I
Price$21.86
Change-$0.05 (-0.23%)
VolumeN/A
Net Assets5.44B
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
HLQVX vs RMFEX Comparison Chart in %
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HLQVX vs. RMFEX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. HLQVX (5.44B). RMFEX pays higher dividends than HLQVX: RMFEX (1.46) vs HLQVX (1.12). HLQVX was incepted earlier than RMFEX: HLQVX (35 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 : 8.45 vs. HLQVX (2.77). HLQVX return over 5 years is better than : 68.55 vs. RMFEX (61.73).
| HLQVX | RMFEX | HLQVX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.76 | 0.62 | 123% |
| Fund Existence | 35 years | 23 years | - |
| Gain YTD | 12.582 | 15.028 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.44B | 113B | 5% |
| Annual Yield % from dividends | 1.12 | 1.46 | 77% |
| Returns for 1 year | 2.77 | 8.45 | 33% |
| Returns for 3 years | 33.16 | 44.96 | 74% |
| Returns for 5 years | 68.55 | 61.73 | 111% |
| Returns for 10 years | 72.42 | 101.65 | 71% |
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