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JLVZX vs RMFEX
JLVZX vs RMFEX Comparison
Open Charts JLVZX vs RMFEX
JPMorgan Large Cap Value R2
Price$20.07
Change+$0.22 (+1.11%)
VolumeN/A
Net Assets4.91B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
JLVZX vs RMFEX Comparison Chart
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JLVZX vs. RMFEX commentary
Jun 07, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JLVZX (4.91B). RMFEX pays higher dividends than JLVZX: RMFEX (1.58) vs JLVZX (0.75). JLVZX was incepted earlier than RMFEX: JLVZX (17 years) vs RMFEX (23 years). JLVZX (1.27) is less costly to investors than RMFEX (0.62). JLVZX is a more actively managed with annual turnover of: 167.00 vs. RMFEX (31.00). JLVZX has a lower initial minimum investment than RMFEX: JLVZX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 9.37 vs. JLVZX (-0.61). RMFEX return over 5 years is better than : 54.01 vs. JLVZX (46.28).
| JLVZX | RMFEX | JLVZX / RMFEX | |
| Total Expense Ratio | 1.19 | 0.62 | 192% |
| Annual Report Gross Expense Ratio | 1.27 | 0.62 | 205% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -0.203 | 6.053 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 105B | 5% |
| Annual Yield % from dividends | 0.75 | 1.58 | 48% |
| Returns for 1 year | -0.61 | 9.37 | -6% |
| Returns for 3 years | 3.08 | 18.90 | 16% |
| Returns for 5 years | 46.28 | 54.01 | 86% |
| Returns for 10 years | 40.76 | 77.06 | 53% |
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