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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$39.72
Change+$0.18 (+0.46%)
VolumeN/A
Net Assets9.13B
American Funds American Mutual R4
Price$59.82
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets109.01B
JVAIX vs RMFEX Comparison Chart in %
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JVAIX vs. RMFEX commentary
Jul 07, 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 (9.13B). JVAIX (1.53) and RMFEX (1.53) 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 : 11.81 vs. JVAIX (7.30). RMFEX return over 5 years is better than : 64.33 vs. JVAIX (42.52).
| 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 | 5.666 | 9.748 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.13B | 109B | 8% |
| Annual Yield % from dividends | 1.53 | 1.53 | 100% |
| Returns for 1 year | 7.30 | 11.81 | 62% |
| Returns for 3 years | 11.79 | 30.45 | 39% |
| Returns for 5 years | 42.52 | 64.33 | 66% |
| Returns for 10 years | 47.42 | 86.20 | 55% |
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