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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$18.53
Change+$0.24 (+1.31%)
VolumeN/A
Net Assets4.48B
American Funds American Mutual R4
Price$53.29
Change+$0.77 (+1.47%)
VolumeN/A
Net Assets95.8B
JLVRX vs RMFEX Comparison Chart
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JLVRX vs. RMFEX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 95.8B vs. JLVRX (4.48B). RMFEX pays higher dividends than JLVRX: RMFEX (1.61) 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 : 2.21 vs. JLVRX (-7.04). JLVRX return over 5 years is better than : 67.44 vs. RMFEX (55.72).
| 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 | -8.041 | -2.593 | 310% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.48B | 95.8B | 5% |
| Annual Yield % from dividends | 1.36 | 1.61 | 84% |
| Returns for 1 year | -7.04 | 2.21 | -318% |
| Returns for 3 years | -6.76 | 7.26 | -93% |
| Returns for 5 years | 67.44 | 55.72 | 121% |
| Returns for 10 years | 38.29 | 60.75 | 63% |
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