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JVAAX vs RMFEX
JVAAX vs RMFEX Comparison
Open Charts JVAAX vs RMFEX
JPMorgan Value Advantage A
Price$39.53
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets9.06B
American Funds American Mutual R4
Price$62.60
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets112.6B
JVAAX vs RMFEX Comparison Chart in %
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JVAAX vs. RMFEX commentary
Oct 09, 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 Hold and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. JVAAX (9.06B). RMFEX pays higher dividends than JVAAX: RMFEX (1.46) vs JVAAX (1.16). JVAAX was incepted earlier than RMFEX: JVAAX (21 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 : 8.19 vs. JVAAX (-1.61). RMFEX return over 5 years is better than : 61.35 vs. JVAAX (30.00).
| JVAAX | RMFEX | JVAAX / RMFEX | |
| Total Expense Ratio | 0.99 | 0.62 | 160% |
| Annual Report Gross Expense Ratio | 1.10 | 0.62 | 177% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 6.181 | 15.248 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 113B | 8% |
| Annual Yield % from dividends | 1.16 | 1.46 | 80% |
| Returns for 1 year | -1.61 | 8.19 | -20% |
| Returns for 3 years | 15.88 | 45.24 | 35% |
| Returns for 5 years | 30.00 | 61.35 | 49% |
| Returns for 10 years | 50.29 | 102.04 | 49% |
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