Interact to see
Advertisement
Advertisement
JLVZX vs RMFEX
JLVZX vs RMFEX Comparison
Open Charts JLVZX vs RMFEX
JLVZX vs RMFEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JLVZX vs. RMFEX commentary
Aug 23, 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 Buy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 118B vs. JLVZX (5.07B). RMFEX pays higher dividends than JLVZX: RMFEX (1.41) vs JLVZX (0.53). 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 : 16.12 vs. RMFEX (9.52). RMFEX return over 5 years is better than : 38.89 vs. JLVZX (29.26).
| 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 | 13.624 | 10.681 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.07B | 118B | 4% |
| Annual Yield % from dividends | 0.53 | 1.41 | 38% |
| Returns for 1 year | 16.12 | 9.52 | 169% |
| Returns for 3 years | 34.21 | 40.18 | 85% |
| Returns for 5 years | 29.26 | 38.89 | 75% |
| Returns for 10 years | 93.58 | 100.46 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| QCGDX | 16.70 | 0.17 | +1.03% |
| Quantified Common Ground Investor | |||
| HEMZX | 7.49 | 0.07 | +0.94% |
| Virtus SGA Emerging Markets Equity A | |||
| AASRX | 30.06 | 0.21 | +0.70% |
| American Beacon Small Cap Value R6 | |||
| PAVLX | 56.59 | 0.32 | +0.57% |
| T. Rowe Price Value Adv | |||
| EPLCX | 26.63 | 0.10 | +0.38% |
| NYLI Epoch U.S. Equity Yield Class I | |||