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JLVZX vs RMFEX
JLVZX vs RMFEX Comparison
Open Charts JLVZX vs RMFEX
JLVZX vs RMFEX Comparison Chart in %
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JLVZX vs. RMFEX commentary
Jun 24, 2026
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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 117B vs. JLVZX (5.16B). RMFEX pays higher dividends than JLVZX: RMFEX (1.45) vs JLVZX (0.65). JLVZX was incepted earlier than RMFEX: JLVZX (18 years) vs RMFEX (24 years). JLVZX (1.26) is less costly to investors than RMFEX (0.62). JLVZX is a more actively managed with annual turnover of: 185.00 vs. RMFEX (30.00). JLVZX has a lower initial minimum investment than RMFEX: JLVZX (0) vs RMFEX (250). JLVZX annual gain was more profitable for investors over the last year : 16.35 vs. RMFEX (10.65). RMFEX return over 5 years is better than : 38.72 vs. JLVZX (18.61).
| JLVZX | RMFEX | JLVZX / RMFEX | |
| Total Expense Ratio | 1.19 | 0.62 | 192% |
| Annual Report Gross Expense Ratio | 1.26 | 0.62 | 203% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 8.840 | 6.666 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16B | 117B | 4% |
| Annual Yield % from dividends | 0.65 | 1.45 | 45% |
| Returns for 1 year | 16.35 | 10.65 | 154% |
| Returns for 3 years | 30.47 | 36.38 | 84% |
| Returns for 5 years | 18.61 | 38.72 | 48% |
| Returns for 10 years | 100.50 | 104.66 | 96% |
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