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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$37.23
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets8.55B
American Funds American Mutual R4
Price$55.46
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets100.91B
JVAIX vs RMFEX Comparison Chart
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JVAIX vs. RMFEX commentary
May 09, 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: 101B vs. JVAIX (8.55B). RMFEX (1.65) and JVAIX (1.61) 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 : 5.68 vs. JVAIX (-0.86). RMFEX return over 5 years is better than : 58.56 vs. JVAIX (38.78).
| 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 | -1.437 | 1.374 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.55B | 101B | 8% |
| Annual Yield % from dividends | 1.61 | 1.65 | 98% |
| Returns for 1 year | -0.86 | 5.68 | -15% |
| Returns for 3 years | -0.75 | 18.38 | -4% |
| Returns for 5 years | 38.78 | 58.56 | 66% |
| Returns for 10 years | 35.67 | 66.50 | 54% |
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