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JLVMX vs RMFEX
JLVMX vs RMFEX Comparison
Open Charts JLVMX vs RMFEX
JPMorgan Large Cap Value R6
Price$20.53
Change+$0.13 (+0.64%)
VolumeN/A
Net Assets5.06B
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
JLVMX vs RMFEX Comparison Chart
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JLVMX vs. RMFEX commentary
Jan 19, 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 JLVMX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. JLVMX (5.06B). RMFEX pays higher dividends than JLVMX: RMFEX (1.95) vs JLVMX (1.71). JLVMX was incepted earlier than RMFEX: JLVMX (14 years) vs RMFEX (23 years). JLVMX is a more actively managed with annual turnover of: 143.00 vs. RMFEX (25.00). RMFEX has a lower initial minimum investment than JLVMX: RMFEX (250) vs JLVMX (15000000). JLVMX (13.22) and RMFEX (12.78) have marching annual gain over last year. JLVMX (40.88) and RMFEX (39.96) have equivalent 5 years return.
| JLVMX | RMFEX | JLVMX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.897 | 2.167 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 103B | 5% |
| Annual Yield % from dividends | 1.71 | 1.95 | 88% |
| Returns for 1 year | 13.22 | 12.78 | 103% |
| Returns for 3 years | 7.16 | 13.63 | 53% |
| Returns for 5 years | 40.88 | 39.96 | 102% |
| Returns for 10 years | 63.81 | 71.41 | 89% |
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