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JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JLVRX vs RMFEX Comparison Chart in %
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JLVRX vs. RMFEX commentary
Aug 23, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. JLVRX (5.07B). RMFEX pays higher dividends than JLVRX: RMFEX (1.41) vs JLVRX (1.10). JLVRX was incepted earlier than RMFEX: JLVRX (20 years) vs RMFEX (24 years). RMFEX (0.62) and JLVRX (0.60) have similar cost to investors . JLVRX is a more actively managed with annual turnover of: 185.00 vs. RMFEX (30.00). 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 : 16.89 vs. RMFEX (9.52). RMFEX return over 5 years is better than : 38.89 vs. JLVRX (32.75).
| JLVRX | RMFEX | JLVRX / RMFEX | |
| Total Expense Ratio | 0.54 | 0.62 | 87% |
| Annual Report Gross Expense Ratio | 0.60 | 0.62 | 97% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 14.058 | 10.681 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 118B | 4% |
| Annual Yield % from dividends | 1.10 | 1.41 | 78% |
| Returns for 1 year | 16.89 | 9.52 | 177% |
| Returns for 3 years | 36.93 | 40.18 | 92% |
| Returns for 5 years | 32.75 | 38.89 | 84% |
| Returns for 10 years | 105.07 | 100.46 | 105% |
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