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JVAAX vs RMFEX
JVAAX vs RMFEX Comparison
Open Charts JVAAX vs RMFEX
JPMorgan Value Advantage A
Price$38.99
Change-$0.25 (-0.64%)
VolumeN/A
Net Assets9.05B
American Funds American Mutual R4
Price$59.75
Change-$0.21 (-0.35%)
VolumeN/A
Net Assets108.87B
JVAAX vs RMFEX Comparison Chart in %
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JVAAX vs. RMFEX commentary
Jul 15, 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: 109B vs. JVAAX (9.05B). RMFEX pays higher dividends than JVAAX: RMFEX (1.53) vs JVAAX (1.20). 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 : 10.12 vs. JVAAX (3.89). RMFEX return over 5 years is better than : 64.02 vs. JVAAX (39.28).
| 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 | 4.784 | 9.619 | 50% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.05B | 109B | 8% |
| Annual Yield % from dividends | 1.20 | 1.53 | 78% |
| Returns for 1 year | 3.89 | 10.12 | 38% |
| Returns for 3 years | 10.94 | 32.24 | 34% |
| Returns for 5 years | 39.28 | 64.02 | 61% |
| Returns for 10 years | 39.77 | 82.91 | 48% |
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