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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$20.13
Change+$0.22 (+1.10%)
VolumeN/A
Net Assets4.91B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
JLVRX vs RMFEX Comparison Chart
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JLVRX vs. RMFEX commentary
Jun 07, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JLVRX (4.91B). RMFEX pays higher dividends than JLVRX: RMFEX (1.58) vs JLVRX (1.36). JLVRX was incepted earlier than RMFEX: JLVRX (19 years) vs RMFEX (23 years). RMFEX (0.62) and JLVRX (0.61) have similar cost to investors . JLVRX is a more actively managed with annual turnover of: 167.00 vs. RMFEX (31.00). 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 : 9.37 vs. JLVRX (0.09). RMFEX return over 5 years is better than : 54.01 vs. JLVRX (50.20).
| JLVRX | RMFEX | JLVRX / RMFEX | |
| Total Expense Ratio | 0.54 | 0.62 | 87% |
| Annual Report Gross Expense Ratio | 0.61 | 0.62 | 98% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 0.104 | 6.053 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 105B | 5% |
| Annual Yield % from dividends | 1.36 | 1.58 | 86% |
| Returns for 1 year | 0.09 | 9.37 | 1% |
| Returns for 3 years | 4.64 | 18.90 | 25% |
| Returns for 5 years | 50.20 | 54.01 | 93% |
| Returns for 10 years | 48.84 | 77.06 | 63% |
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