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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$22.71
Change-$0.13 (-0.57%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$58.58
Change-$0.51 (-0.86%)
VolumeN/A
CapitalizationN/A
JLVRX vs RMFEX Comparison Chart
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JLVRX vs. RMFEX commentary
Nov 18, 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 Buy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. JLVRX (5.11B). RMFEX pays higher dividends than JLVRX: RMFEX (1.95) vs JLVRX (1.61). JLVRX was incepted earlier than RMFEX: JLVRX (19 years) vs RMFEX (22 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). JLVRX annual gain was more profitable for investors over the last year : 26.55 vs. RMFEX (21.67). JLVRX return over 5 years is better than : 61.69 vs. RMFEX (47.96).
| JLVRX | RMFEX | JLVRX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 20.458 | 16.733 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.11B | 104B | 5% |
| Annual Yield % from dividends | 1.61 | 1.95 | 83% |
| Returns for 1 year | 26.55 | 21.67 | 122% |
| Returns for 3 years | 14.14 | 16.52 | 86% |
| Returns for 5 years | 61.69 | 47.96 | 129% |
| Returns for 10 years | 48.35 | 71.19 | 68% |
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