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JLVRX vs RMFCX
JLVRX vs RMFCX Comparison
Open Charts JLVRX vs RMFCX
JPMorgan Large Cap Value R5
Price$20.66
Change-$0.13 (-0.63%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R3
Price$55.64
Change-$3.00 (-5.12%)
VolumeN/A
CapitalizationN/A
JLVRX vs RMFCX Comparison Chart
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JLVRX vs. RMFCX commentary
Dec 19, 2024
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 JLVRX is a Hold and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 104B vs. JLVRX (5.06B). RMFCX (1.69) and JLVRX (1.61) have matching dividends . JLVRX was incepted earlier than RMFCX: JLVRX (19 years) vs RMFCX (23 years). JLVRX is a more actively managed with annual turnover of: 143.00 vs. RMFCX (25.00). JLVRX has a lower initial minimum investment than RMFCX: JLVRX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 12.63 vs. JLVRX (10.58). JLVRX return over 5 years is better than : 43.38 vs. RMFCX (40.39).
| JLVRX | RMFCX | JLVRX / RMFCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 9.584 | 11.423 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 104B | 5% |
| Annual Yield % from dividends | 1.61 | 1.69 | 95% |
| Returns for 1 year | 10.58 | 12.63 | 84% |
| Returns for 3 years | 15.88 | 14.16 | 112% |
| Returns for 5 years | 43.38 | 40.39 | 107% |
| Returns for 10 years | 56.78 | 61.84 | 92% |