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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$21.02
Change+$0.16 (+0.77%)
VolumeN/A
Net Assets5.06B
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
JLVRX vs RMFEX Comparison Chart
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JLVRX vs. RMFEX commentary
Jan 31, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JLVRX (5.06B). RMFEX pays higher dividends than JLVRX: RMFEX (1.95) vs JLVRX (1.61). JLVRX was incepted earlier than RMFEX: JLVRX (19 years) vs RMFEX (23 years). JLVRX is a more actively managed with annual turnover of: 143.00 vs. RMFEX (25.00). JLVRX has a lower initial minimum investment than RMFEX: JLVRX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 14.15 vs. JLVRX (12.38). JLVRX return over 5 years is better than : 50.16 vs. RMFEX (47.35).
| JLVRX | RMFEX | JLVRX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 5.416 | 4.534 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 105B | 5% |
| Annual Yield % from dividends | 1.61 | 1.95 | 83% |
| Returns for 1 year | 12.38 | 14.15 | 87% |
| Returns for 3 years | 11.26 | 17.09 | 66% |
| Returns for 5 years | 50.16 | 47.35 | 106% |
| Returns for 10 years | 65.23 | 76.58 | 85% |
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