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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$20.47
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets5.02B
American Funds American Mutual R4
Price$58.62
Change+$0.43 (+0.74%)
VolumeN/A
Net Assets106.24B
JLVRX vs RMFEX Comparison Chart in %
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JLVRX vs. RMFEX commentary
Jun 27, 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: 106B vs. JLVRX (5.02B). 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 : 9.98 vs. JLVRX (2.40). JLVRX return over 5 years is better than : 75.30 vs. RMFEX (66.41).
| 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 | 2.366 | 7.546 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.02B | 106B | 5% |
| Annual Yield % from dividends | 1.36 | 1.58 | 86% |
| Returns for 1 year | 2.40 | 9.98 | 24% |
| Returns for 3 years | 16.19 | 27.58 | 59% |
| Returns for 5 years | 75.30 | 66.41 | 113% |
| Returns for 10 years | 54.33 | 82.97 | 65% |
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