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JLVZX vs RMFEX
JLVZX vs RMFEX Comparison
Open Charts JLVZX vs RMFEX
JPMorgan Large Cap Value R2
Price$20.97
Change+$0.16 (+0.77%)
VolumeN/A
Net Assets5.06B
American Funds American Mutual R4
Price$57.41
Change+$0.39 (+0.68%)
VolumeN/A
Net Assets104.76B
JLVZX vs RMFEX Comparison Chart
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JLVZX vs. RMFEX commentary
Jan 31, 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 StrongBuy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JLVZX (5.06B). RMFEX pays higher dividends than JLVZX: RMFEX (1.95) vs JLVZX (1.04). JLVZX was incepted earlier than RMFEX: JLVZX (16 years) vs RMFEX (23 years). JLVZX is a more actively managed with annual turnover of: 143.00 vs. RMFEX (25.00). 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 : 14.15 vs. JLVZX (11.62). RMFEX (47.35) and JLVZX (46.25) have equivalent 5 years return.
| JLVZX | RMFEX | JLVZX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 5.324 | 4.534 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.06B | 105B | 5% |
| Annual Yield % from dividends | 1.04 | 1.95 | 53% |
| Returns for 1 year | 11.62 | 14.15 | 82% |
| Returns for 3 years | 9.79 | 17.09 | 57% |
| Returns for 5 years | 46.25 | 47.35 | 98% |
| Returns for 10 years | 56.34 | 76.58 | 74% |
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