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JVAIX vs RMFCX
JVAIX vs RMFCX Comparison
Open Charts JVAIX vs RMFCX
JPMorgan Value Advantage L
Price$35.53
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets8.21B
American Funds American Mutual R3
Price$52.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
JVAIX vs RMFCX Comparison Chart
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JVAIX vs. RMFCX commentary
Apr 18, 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 JVAIX is a StrongBuy and RMFCX is a Buy.
FUNDAMENTALS
Fundamentals
RMFCX has more cash in the bank: 96.5B vs. JVAIX (8.21B). JVAIX pays higher dividends than RMFCX: JVAIX (1.56) vs RMFCX (1.34). JVAIX was incepted earlier than RMFCX: JVAIX (20 years) vs RMFCX (23 years). RMFCX (0.91) is less costly to investors than JVAIX (0.69). RMFCX is a more actively managed with annual turnover of: 31.00 vs. JVAIX (17.00). RMFCX has a lower initial minimum investment than JVAIX: RMFCX (250) vs JVAIX (3000000). RMFCX annual gain was more profitable for investors over the last year : 3.60 vs. JVAIX (-2.22). RMFCX return over 5 years is better than : 48.78 vs. JVAIX (33.16).
| JVAIX | RMFCX | JVAIX / RMFCX | |
| Total Expense Ratio | 0.69 | 0.91 | 76% |
| Annual Report Gross Expense Ratio | 0.69 | 0.91 | 76% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -6.092 | -3.342 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.21B | 96.5B | 9% |
| Annual Yield % from dividends | 1.56 | 1.34 | 117% |
| Returns for 1 year | -2.22 | 3.60 | -62% |
| Returns for 3 years | -10.64 | 5.79 | -184% |
| Returns for 5 years | 33.16 | 48.78 | 68% |
| Returns for 10 years | 30.03 | 52.90 | 57% |
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