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JGAQX vs RMFEX
JGAQX vs RMFEX Comparison
Open Charts JGAQX vs RMFEX
JPMorgan Value Advantage R2
Price$36.36
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets8.68B
American Funds American Mutual R4
Price$57.70
Change-$0.05 (-0.09%)
VolumeN/A
Net Assets105.31B
JGAQX vs RMFEX Comparison Chart
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JGAQX vs. RMFEX commentary
Jun 07, 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 JGAQX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JGAQX (8.68B). RMFEX pays higher dividends than JGAQX: RMFEX (1.58) vs JGAQX (1.18). JGAQX was incepted earlier than RMFEX: JGAQX (8 years) vs RMFEX (23 years). JGAQX (1.53) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JGAQX (17.00). JGAQX has a lower initial minimum investment than RMFEX: JGAQX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 8.80 vs. JGAQX (-0.04). RMFEX return over 5 years is better than : 53.30 vs. JGAQX (18.29).
| JGAQX | RMFEX | JGAQX / RMFEX | |
| Total Expense Ratio | 1.25 | 0.62 | 202% |
| Annual Report Gross Expense Ratio | 1.53 | 0.62 | 247% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | -0.192 | 5.559 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 105B | 8% |
| Annual Yield % from dividends | 1.18 | 1.58 | 75% |
| Returns for 1 year | -0.04 | 8.80 | -1% |
| Returns for 3 years | -3.97 | 19.58 | -20% |
| Returns for 5 years | 18.29 | 53.30 | 34% |
| Returns for 10 years | N/A | 76.28 | - |
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