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JLVMX vs RMFEX
JLVMX vs RMFEX Comparison
Open Charts JLVMX vs RMFEX
JPMorgan Large Cap Value R6
Price$18.95
Change-$0.82 (-4.15%)
VolumeN/A
Net Assets4.87B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
JLVMX vs RMFEX Comparison Chart
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JLVMX vs. RMFEX commentary
Apr 04, 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 Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. JLVMX (4.87B). RMFEX pays higher dividends than JLVMX: RMFEX (1.61) vs JLVMX (1.47). JLVMX was incepted earlier than RMFEX: JLVMX (14 years) vs RMFEX (23 years). RMFEX (0.62) is less costly to investors than JLVMX (0.50). JLVMX is a more actively managed with annual turnover of: 167.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than JLVMX: RMFEX (250) vs JLVMX (15000000). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. JLVMX (-0.76). JLVMX return over 5 years is better than : 115.66 vs. RMFEX (78.86).
| JLVMX | RMFEX | JLVMX / RMFEX | |
| Total Expense Ratio | 0.44 | 0.62 | 71% |
| Annual Report Gross Expense Ratio | 0.50 | 0.62 | 81% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -0.528 | 2.891 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 250 | 6,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 103B | 5% |
| Annual Yield % from dividends | 1.47 | 1.61 | 91% |
| Returns for 1 year | -0.76 | 7.10 | -11% |
| Returns for 3 years | 0.13 | 12.51 | 1% |
| Returns for 5 years | 115.66 | 78.86 | 147% |
| Returns for 10 years | 51.33 | 70.99 | 72% |