Interact to see
Advertisement
Advertisement
JLVRX vs RMFEX
JLVRX vs RMFEX Comparison
Open Charts JLVRX vs RMFEX
JLVRX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVRX vs. RMFEX commentary
Jul 09, 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 Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. JLVRX (5.2B). RMFEX pays higher dividends than JLVRX: RMFEX (1.42) vs JLVRX (1.12). 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 : 14.31 vs. RMFEX (9.21). RMFEX return over 5 years is better than : 38.38 vs. JLVRX (23.31).
| 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 | 10.532 | 8.724 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.2B | 117B | 4% |
| Annual Yield % from dividends | 1.12 | 1.42 | 79% |
| Returns for 1 year | 14.31 | 9.21 | 155% |
| Returns for 3 years | 31.84 | 38.01 | 84% |
| Returns for 5 years | 23.31 | 38.38 | 61% |
| Returns for 10 years | 109.03 | 100.41 | 109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers