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JLVZX vs RMFEX
JLVZX vs RMFEX Comparison
Open Charts JLVZX vs RMFEX
JPMorgan Large Cap Value R2
Price$18.69
Change+$0.16 (+0.86%)
VolumeN/A
Net Assets4.6B
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
JLVZX vs RMFEX Comparison Chart
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JLVZX vs. RMFEX commentary
Apr 24, 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: 96.2B vs. JLVZX (4.6B). RMFEX pays higher dividends than JLVZX: RMFEX (1.61) vs JLVZX (0.75). 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 : 1.70 vs. JLVZX (-6.05). JLVZX return over 5 years is better than : 70.50 vs. RMFEX (52.96).
| 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 | -6.839 | -3.507 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 96.2B | 5% |
| Annual Yield % from dividends | 0.75 | 1.61 | 46% |
| Returns for 1 year | -6.05 | 1.70 | -357% |
| Returns for 3 years | -4.51 | 8.21 | -55% |
| Returns for 5 years | 70.50 | 52.96 | 133% |
| Returns for 10 years | 32.89 | 57.52 | 57% |