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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$37.88
Change-$1.08 (-2.77%)
VolumeN/A
CapitalizationN/A
American Funds American Mutual R4
Price$54.54
Change-$1.43 (-2.55%)
VolumeN/A
CapitalizationN/A
JVAIX vs RMFEX Comparison Chart
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JVAIX vs. RMFEX commentary
Dec 19, 2024
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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 98.7B vs. JVAIX (9.03B). RMFEX pays higher dividends than JVAIX: RMFEX (1.95) vs JVAIX (1.54). JVAIX was incepted earlier than RMFEX: JVAIX (20 years) vs RMFEX (22 years). RMFEX (25.00) and JVAIX (24.00) have comparable annual turnover. 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 : 12.89 vs. JVAIX (10.60). RMFEX return over 5 years is better than : 42.46 vs. JVAIX (10.10).
| JVAIX | RMFEX | JVAIX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 9.623 | 11.693 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.03B | 98.7B | 9% |
| Annual Yield % from dividends | 1.54 | 1.95 | 79% |
| Returns for 1 year | 10.60 | 12.89 | 82% |
| Returns for 3 years | 2.22 | 15.13 | 15% |
| Returns for 5 years | 10.10 | 42.46 | 24% |
| Returns for 10 years | 43.66 | 67.84 | 64% |
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