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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$38.70
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets9.17B
American Funds American Mutual R4
Price$56.11
Change+$0.29 (+0.52%)
VolumeN/A
Net Assets103.41B
JVAIX vs RMFEX Comparison Chart
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JVAIX vs. RMFEX commentary
Jan 19, 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: 103B vs. JVAIX (9.17B). RMFEX pays higher dividends than JVAIX: RMFEX (1.95) vs JVAIX (1.54). JVAIX was incepted earlier than RMFEX: JVAIX (20 years) vs RMFEX (23 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 (12.78) and JVAIX (12.62) have marching annual gain over last year. RMFEX return over 5 years is better than : 39.96 vs. JVAIX (9.79).
| JVAIX | RMFEX | JVAIX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 2.953 | 2.167 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.17B | 103B | 9% |
| Annual Yield % from dividends | 1.54 | 1.95 | 79% |
| Returns for 1 year | 12.62 | 12.78 | 99% |
| Returns for 3 years | -1.86 | 13.63 | -14% |
| Returns for 5 years | 9.79 | 39.96 | 24% |
| Returns for 10 years | 49.02 | 71.41 | 69% |
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