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JLVZX vs RMFEX
JLVZX vs RMFEX Comparison
Open Charts JLVZX vs RMFEX
JPMorgan Large Cap Value R2
Price$19.61
Change-$0.35 (-1.75%)
VolumeN/A
Net Assets4.88B
American Funds American Mutual R4
Price$56.14
Change-$0.84 (-1.47%)
VolumeN/A
Net Assets104.15B
JLVZX vs RMFEX Comparison Chart
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JLVZX vs. RMFEX commentary
Mar 11, 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: 104B vs. JLVZX (4.88B). RMFEX pays higher dividends than JLVZX: RMFEX (1.56) vs JLVZX (0.79). JLVZX was incepted earlier than RMFEX: JLVZX (16 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 : 8.73 vs. JLVZX (1.43). JLVZX return over 5 years is better than : 59.69 vs. RMFEX (55.88).
| JLVZX | RMFEX | JLVZX / RMFEX | |
| Total Expense Ratio | 1.19 | 0.62 | 192% |
| Annual Report Gross Expense Ratio | 1.27 | 0.62 | 205% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 0.251 | 3.751 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.88B | 104B | 5% |
| Annual Yield % from dividends | 0.79 | 1.56 | 51% |
| Returns for 1 year | 1.43 | 8.73 | 16% |
| Returns for 3 years | 6.24 | 20.22 | 31% |
| Returns for 5 years | 59.69 | 55.88 | 107% |
| Returns for 10 years | 46.37 | 75.54 | 61% |