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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$35.53
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets8.21B
American Funds American Mutual R4
Price$52.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets96.51B
JVAIX vs RMFEX Comparison Chart
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JVAIX vs. RMFEX 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 RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.5B vs. JVAIX (8.21B). RMFEX (1.61) and JVAIX (1.56) have matching dividends . JVAIX was incepted earlier than RMFEX: JVAIX (20 years) vs RMFEX (23 years). JVAIX (0.69) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JVAIX (17.00). RMFEX has a lower initial minimum investment than JVAIX: RMFEX (250) vs JVAIX (3000000). RMFEX annual gain was more profitable for investors over the last year : 3.95 vs. JVAIX (-2.22). RMFEX return over 5 years is better than : 51.09 vs. JVAIX (33.16).
| JVAIX | RMFEX | JVAIX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -6.092 | -3.251 | 187% |
| 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 | 1.61 | 97% |
| Returns for 1 year | -2.22 | 3.95 | -56% |
| Returns for 3 years | -10.64 | 6.78 | -157% |
| Returns for 5 years | 33.16 | 51.09 | 65% |
| Returns for 10 years | 30.03 | 58.82 | 51% |
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