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JGAQX vs RMFEX
JGAQX vs RMFEX Comparison
Open Charts JGAQX vs RMFEX
JPMorgan Value Advantage R2
Price$34.42
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets8.21B
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
JGAQX vs RMFEX Comparison Chart
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JGAQX vs. RMFEX commentary
Apr 18, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. JGAQX (8.21B). RMFEX pays higher dividends than JGAQX: RMFEX (1.61) vs JGAQX (1.17). 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 : 3.95 vs. JGAQX (-2.47). RMFEX return over 5 years is better than : 51.09 vs. JGAQX (29.34).
| 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 | -5.647 | -3.251 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 96.5B | 9% |
| Annual Yield % from dividends | 1.17 | 1.61 | 73% |
| Returns for 1 year | -2.47 | 3.95 | -62% |
| Returns for 3 years | -11.82 | 6.78 | -174% |
| Returns for 5 years | 29.34 | 51.09 | 57% |
| Returns for 10 years | N/A | 58.82 | - |
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