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JVAAX vs RMFEX
JVAAX vs RMFEX Comparison
Open Charts JVAAX vs RMFEX
JPMorgan Value Advantage A
Price$36.13
Change+$0.51 (+1.43%)
VolumeN/A
Net Assets8.33B
American Funds American Mutual R4
Price$54.07
Change+$0.73 (+1.37%)
VolumeN/A
Net Assets97.26B
JVAAX vs RMFEX Comparison Chart
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JVAAX vs. RMFEX commentary
Apr 25, 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: 97.3B vs. JVAAX (8.33B). 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 : 4.18 vs. JVAAX (-3.62). RMFEX return over 5 years is better than : 56.67 vs. JVAAX (36.08).
| 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 | -4.273 | -1.167 | 366% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.33B | 97.3B | 9% |
| Annual Yield % from dividends | 1.22 | 1.61 | 76% |
| Returns for 1 year | -3.62 | 4.18 | -87% |
| Returns for 3 years | -8.46 | 10.64 | -80% |
| Returns for 5 years | 36.08 | 56.67 | 64% |
| Returns for 10 years | 28.70 | 61.98 | 46% |
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