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JLVZX vs RMFEX
JLVZX vs RMFEX Comparison
Open Charts JLVZX vs RMFEX
JPMorgan Large Cap Value R2
Price$20.83
Change-$0.12 (-0.57%)
VolumeN/A
Net Assets5.09B
American Funds American Mutual R4
Price$59.75
Change-$0.21 (-0.35%)
VolumeN/A
Net Assets108.87B
JLVZX vs RMFEX Comparison Chart in %
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JLVZX vs. RMFEX commentary
Jul 15, 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: 109B vs. JLVZX (5.09B). RMFEX pays higher dividends than JLVZX: RMFEX (1.53) vs JLVZX (0.74). 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 : 10.12 vs. JLVZX (2.33). JLVZX return over 5 years is better than : 72.01 vs. RMFEX (64.02).
| 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 | 4.991 | 9.619 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.09B | 109B | 5% |
| Annual Yield % from dividends | 0.74 | 1.53 | 48% |
| Returns for 1 year | 2.33 | 10.12 | 23% |
| Returns for 3 years | 20.30 | 32.24 | 63% |
| Returns for 5 years | 72.01 | 64.02 | 112% |
| Returns for 10 years | 47.86 | 82.91 | 58% |
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