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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$40.03
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets9.08B
American Funds American Mutual R4
Price$62.48
Change-$0.10 (-0.16%)
VolumeN/A
Net Assets112.6B
JVAIX vs RMFEX Comparison Chart in %
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JVAIX vs. RMFEX commentary
Oct 08, 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 StrongBuy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. JVAIX (9.08B). JVAIX (1.49) and RMFEX (1.46) have matching dividends . JVAIX was incepted earlier than RMFEX: JVAIX (21 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 : 8.45 vs. JVAIX (-0.93). RMFEX return over 5 years is better than : 61.73 vs. JVAIX (32.74).
| JVAIX | RMFEX | JVAIX / RMFEX | |
| Total Expense Ratio | 0.69 | 0.62 | 111% |
| Annual Report Gross Expense Ratio | 0.69 | 0.62 | 111% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 6.731 | 15.028 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.08B | 113B | 8% |
| Annual Yield % from dividends | 1.49 | 1.46 | 102% |
| Returns for 1 year | -0.93 | 8.45 | -11% |
| Returns for 3 years | 17.41 | 44.96 | 39% |
| Returns for 5 years | 32.74 | 61.73 | 53% |
| Returns for 10 years | 55.61 | 101.65 | 55% |
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