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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JPMorgan Large Cap Value R5
Price$20.66
Change-$0.13 (-0.63%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$55.97
Change-$3.05 (-5.17%)
VolumeN/A
CapitalizationN/A
JLVRX vs RMFEX Comparison Chart
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JLVRX vs. RMFEX commentary
Dec 19, 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 104B vs. JLVRX (5.06B). 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). RMFEX annual gain was more profitable for investors over the last year : 12.89 vs. JLVRX (10.58). JLVRX (43.38) and RMFEX (42.46) have equivalent 5 years return.
| 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 | 9.584 | 11.693 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 104B | 5% |
| Annual Yield % from dividends | 1.61 | 1.95 | 83% |
| Returns for 1 year | 10.58 | 12.89 | 82% |
| Returns for 3 years | 15.88 | 15.13 | 105% |
| Returns for 5 years | 43.38 | 42.46 | 102% |
| Returns for 10 years | 56.78 | 67.84 | 84% |
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