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JVAAX vs RMFEX
JVAAX vs RMFEX Comparison
Open Charts JVAAX vs RMFEX
JPMorgan Value Advantage A
Price$36.11
Change-$1.77 (-4.67%)
VolumeN/A
Net Assets8.94B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
JVAAX vs RMFEX Comparison Chart
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JVAAX vs. RMFEX 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 RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. JVAAX (8.94B). RMFEX pays higher dividends than JVAAX: RMFEX (1.61) vs JVAAX (1.22). JVAAX was incepted earlier than RMFEX: JVAAX (20 years) vs RMFEX (23 years). JVAAX (1.10) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JVAAX (17.00). RMFEX has a lower initial minimum investment than JVAAX: RMFEX (250) vs JVAAX (1000). RMFEX annual gain was more profitable for investors over the last year : 7.10 vs. JVAAX (0.98). RMFEX return over 5 years is better than : 78.86 vs. JVAAX (62.63).
| JVAAX | RMFEX | JVAAX / RMFEX | |
| Total Expense Ratio | 0.99 | 0.62 | 160% |
| Annual Report Gross Expense Ratio | 1.10 | 0.62 | 177% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 1.801 | 2.891 | 62% |
| 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 | 1.61 | 76% |
| Returns for 1 year | 0.98 | 7.10 | 14% |
| Returns for 3 years | -3.97 | 12.51 | -32% |
| Returns for 5 years | 62.63 | 78.86 | 79% |
| Returns for 10 years | 36.64 | 70.99 | 52% |
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