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JVACX vs RMFEX
JVACX vs RMFEX Comparison
Open Charts JVACX vs RMFEX
JPMorgan Value Advantage C
Price$36.81
Change+$0.19 (+0.52%)
VolumeN/A
Net Assets8.55B
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
JVACX vs RMFEX Comparison Chart
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JVACX vs. RMFEX commentary
May 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 JVACX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 101B vs. JVACX (8.55B). RMFEX pays higher dividends than JVACX: RMFEX (1.65) vs JVACX (0.73). JVACX was incepted earlier than RMFEX: JVACX (20 years) vs RMFEX (23 years). JVACX (1.60) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JVACX (17.00). RMFEX has a lower initial minimum investment than JVACX: RMFEX (250) vs JVACX (1000). RMFEX annual gain was more profitable for investors over the last year : 5.68 vs. JVACX (-1.87). RMFEX return over 5 years is better than : 58.56 vs. JVACX (33.32).
| JVACX | RMFEX | JVACX / RMFEX | |
| Total Expense Ratio | 1.49 | 0.62 | 240% |
| Annual Report Gross Expense Ratio | 1.60 | 0.62 | 258% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -1.744 | 1.374 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 101B | 8% |
| Annual Yield % from dividends | 0.73 | 1.65 | 44% |
| Returns for 1 year | -1.87 | 5.68 | -33% |
| Returns for 3 years | -2.73 | 18.38 | -15% |
| Returns for 5 years | 33.32 | 58.56 | 57% |
| Returns for 10 years | 26.67 | 66.50 | 40% |