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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$21.87
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets5.33B
American Funds American Mutual R4
Price$61.89
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets111.18B
JLVRX vs RMFEX Comparison Chart in %
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JLVRX vs. RMFEX commentary
Oct 19, 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: 111B vs. JLVRX (5.33B). RMFEX pays higher dividends than JLVRX: RMFEX (1.46) vs JLVRX (1.23). 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: 185.00 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 : 5.28 vs. JLVRX (-0.83). JLVRX return over 5 years is better than : 65.54 vs. RMFEX (59.52).
| 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 | 10.844 | 13.941 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 111B | 5% |
| Annual Yield % from dividends | 1.23 | 1.46 | 84% |
| Returns for 1 year | -0.83 | 5.28 | -16% |
| Returns for 3 years | 28.06 | 40.09 | 70% |
| Returns for 5 years | 65.54 | 59.52 | 110% |
| Returns for 10 years | 71.11 | 98.84 | 72% |
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