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JLVRX vs RMFCX
JLVRX vs RMFCX Comparison
Open Charts JLVRX vs RMFCX
JPMorgan Large Cap Value R5
Price$18.53
Change+$0.24 (+1.31%)
VolumeN/A
Net Assets4.48B
American Funds American Mutual R3
Price$52.96
Change+$0.76 (+1.46%)
VolumeN/A
Net Assets95.8B
JLVRX vs RMFCX Comparison Chart
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JLVRX vs. RMFCX commentary
Apr 12, 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 JLVRX is a Hold and RMFCX is a Hold.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 95.8B vs. JLVRX (4.48B). JLVRX (1.36) and RMFCX (1.34) have matching dividends . JLVRX was incepted earlier than RMFCX: JLVRX (19 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than JLVRX (0.61). JLVRX is a more actively managed with annual turnover of: 167.00 vs. RMFCX (31.00). 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 : 1.87 vs. JLVRX (-7.04). JLVRX return over 5 years is better than : 67.44 vs. RMFCX (53.32).
| JLVRX | RMFCX | JLVRX / RMFCX | |
| Total Expense Ratio | 0.54 | 0.91 | 59% |
| Annual Report Gross Expense Ratio | 0.61 | 0.91 | 67% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -8.041 | -2.681 | 300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 95.8B | 5% |
| Annual Yield % from dividends | 1.36 | 1.34 | 101% |
| Returns for 1 year | -7.04 | 1.87 | -376% |
| Returns for 3 years | -6.76 | 6.27 | -108% |
| Returns for 5 years | 67.44 | 53.32 | 126% |
| Returns for 10 years | 38.29 | 54.78 | 70% |
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