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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$37.67
Change-$0.46 (-1.21%)
VolumeN/A
Net Assets8.69B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets105.76B
JVAIX vs RMFEX Comparison Chart
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JVAIX vs. RMFEX commentary
Jun 16, 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: 106B vs. JVAIX (8.69B). JVAIX (1.58) and RMFEX (1.58) 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 : 9.03 vs. JVAIX (1.93). RMFEX return over 5 years is better than : 62.32 vs. JVAIX (33.59).
| 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 | 0.213 | 6.152 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69B | 106B | 8% |
| Annual Yield % from dividends | 1.58 | 1.58 | 100% |
| Returns for 1 year | 1.93 | 9.03 | 21% |
| Returns for 3 years | 7.24 | 29.63 | 24% |
| Returns for 5 years | 33.59 | 62.32 | 54% |
| Returns for 10 years | 38.62 | 76.27 | 51% |
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