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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$40.25
Change-$0.13 (-0.32%)
VolumeN/A
Net Assets9.14B
American Funds American Mutual R4
Price$60.85
Change+$0.06 (+0.10%)
VolumeN/A
Net Assets109.46B
JVAIX vs RMFEX Comparison Chart in %
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JVAIX vs. RMFEX commentary
Sep 08, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. JVAIX (9.14B). RMFEX (1.49) and JVAIX (1.48) have matching dividends . JVAIX was incepted earlier than RMFEX: JVAIX (21 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 : 8.06 vs. JVAIX (0.76). RMFEX return over 5 years is better than : 58.84 vs. JVAIX (34.89).
| JVAIX | RMFEX | JVAIX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 7.076 | 11.638 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 109B | 8% |
| Annual Yield % from dividends | 1.48 | 1.49 | 99% |
| Returns for 1 year | 0.76 | 8.06 | 9% |
| Returns for 3 years | 11.94 | 33.39 | 36% |
| Returns for 5 years | 34.89 | 58.84 | 59% |
| Returns for 10 years | 57.48 | 98.59 | 58% |
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