Ad is loading...
JVAAX vs RMFCX
JVAAX vs RMFCX Comparison
Open Charts JVAAX vs RMFCX
JPMorgan Value Advantage A
Price$36.11
Change-$1.77 (-4.67%)
VolumeN/A
Net Assets8.94B
American Funds American Mutual R3
Price$54.14
Change-$1.81 (-3.24%)
VolumeN/A
Net Assets102.75B
JVAAX vs RMFCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVAAX vs. RMFCX commentary
Apr 04, 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 JVAAX is a StrongBuy and RMFCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 103B vs. JVAAX (8.94B). RMFCX pays higher dividends than JVAAX: RMFCX (1.34) vs JVAAX (1.22). JVAAX was incepted earlier than RMFCX: JVAAX (20 years) vs RMFCX (23 years). JVAAX (1.10) is less costly to investors than RMFCX (0.91). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JVAAX (17.00). RMFCX has a lower initial minimum investment than JVAAX: RMFCX (250) vs JVAAX (1000). RMFCX annual gain was more profitable for investors over the last year : 6.77 vs. JVAAX (0.98). RMFCX return over 5 years is better than : 76.10 vs. JVAAX (62.63).
| JVAAX | RMFCX | JVAAX / RMFCX | |
| Total Expense Ratio | 0.99 | 0.91 | 109% |
| Annual Report Gross Expense Ratio | 1.10 | 0.91 | 121% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 1.801 | 2.814 | 64% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 103B | 9% |
| Annual Yield % from dividends | 1.22 | 1.34 | 91% |
| Returns for 1 year | 0.98 | 6.77 | 15% |
| Returns for 3 years | -3.97 | 11.46 | -35% |
| Returns for 5 years | 62.63 | 76.10 | 82% |
| Returns for 10 years | 36.64 | 64.62 | 57% |
View a ticker or compare two or three
VS
VS
Ad is loading...