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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$20.42
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets5.01B
American Funds American Mutual R4
Price$59.73
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets108.45B
JLVRX vs RMFEX Comparison Chart in %
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JLVRX vs. RMFEX commentary
Aug 09, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 108B vs. JLVRX (5.01B). RMFEX pays higher dividends than JLVRX: RMFEX (1.51) vs JLVRX (1.31). 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 : 11.42 vs. JLVRX (3.58). JLVRX return over 5 years is better than : 60.42 vs. RMFEX (56.63).
| 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 | 2.936 | 9.583 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.01B | 108B | 5% |
| Annual Yield % from dividends | 1.31 | 1.51 | 87% |
| Returns for 1 year | 3.58 | 11.42 | 31% |
| Returns for 3 years | 14.01 | 26.71 | 52% |
| Returns for 5 years | 60.42 | 56.63 | 107% |
| Returns for 10 years | 53.75 | 83.15 | 65% |
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