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JVAAX vs RMFEX
JVAAX vs RMFEX Comparison
Open Charts JVAAX vs RMFEX
JPMorgan Value Advantage A
Price$37.53
Change+$0.41 (+1.10%)
VolumeN/A
Net Assets8.68B
American Funds American Mutual R4
Price$58.02
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets105.22B
JVAAX vs RMFEX Comparison Chart
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JVAAX vs. RMFEX commentary
Jun 07, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JVAAX (8.68B). RMFEX pays higher dividends than JVAAX: RMFEX (1.58) vs JVAAX (1.23). 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 : 9.37 vs. JVAAX (0.30). RMFEX return over 5 years is better than : 54.01 vs. JVAAX (19.99).
| 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 | -0.242 | 6.053 | -4% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 105B | 8% |
| Annual Yield % from dividends | 1.23 | 1.58 | 78% |
| Returns for 1 year | 0.30 | 9.37 | 3% |
| Returns for 3 years | -4.22 | 18.90 | -22% |
| Returns for 5 years | 19.99 | 54.01 | 37% |
| Returns for 10 years | 34.79 | 77.06 | 45% |
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