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JLVZX vs RMFCX
JLVZX vs RMFCX Comparison
Open Charts JLVZX vs RMFCX
JPMorgan Large Cap Value R2
Price$19.09
Change-$0.83 (-4.17%)
VolumeN/A
Net Assets4.87B
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
JLVZX vs RMFCX Comparison Chart
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JLVZX vs. RMFCX commentary
Apr 04, 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 JLVZX is a Hold and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. JLVZX (4.87B). RMFCX pays higher dividends than JLVZX: RMFCX (1.34) vs JLVZX (0.75). JLVZX was incepted earlier than RMFCX: JLVZX (16 years) vs RMFCX (23 years). JLVZX (1.27) is less costly to investors than RMFCX (0.91). JLVZX is a more actively managed with annual turnover of: 167.00 vs. RMFCX (31.00). JLVZX has a lower initial minimum investment than RMFCX: JLVZX (0) vs RMFCX (250). RMFCX annual gain was more profitable for investors over the last year : 6.77 vs. JLVZX (-0.85). JLVZX return over 5 years is better than : 111.36 vs. RMFCX (76.10).
| JLVZX | RMFCX | JLVZX / RMFCX | |
| Total Expense Ratio | 1.19 | 0.91 | 131% |
| Annual Report Gross Expense Ratio | 1.27 | 0.91 | 140% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 0.149 | 2.814 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.87B | 103B | 5% |
| Annual Yield % from dividends | 0.75 | 1.34 | 56% |
| Returns for 1 year | -0.85 | 6.77 | -13% |
| Returns for 3 years | -0.36 | 11.46 | -3% |
| Returns for 5 years | 111.36 | 76.10 | 146% |
| Returns for 10 years | 43.24 | 64.62 | 67% |