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JVAAX vs RMFEX
JVAAX vs RMFEX Comparison
Open Charts JVAAX vs RMFEX
JPMorgan Value Advantage A
Price$39.76
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets9.14B
American Funds American Mutual R4
Price$60.97
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets108.91B
JVAAX vs RMFEX Comparison Chart in %
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JVAAX vs. RMFEX commentary
Aug 30, 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 (9.14B). RMFEX pays higher dividends than JVAAX: RMFEX (1.51) vs JVAAX (1.21). 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 : 7.31 vs. JVAAX (-0.15). RMFEX return over 5 years is better than : 56.62 vs. JVAAX (31.51).
| 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 | 7.014 | 11.858 | 59% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 109B | 8% |
| Annual Yield % from dividends | 1.21 | 1.51 | 80% |
| Returns for 1 year | -0.15 | 7.31 | -2% |
| Returns for 3 years | 8.21 | 30.46 | 27% |
| Returns for 5 years | 31.51 | 56.62 | 56% |
| Returns for 10 years | 52.27 | 98.75 | 53% |
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