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JVAIX vs RMFEX
JVAIX vs RMFEX Comparison
Open Charts JVAIX vs RMFEX
JPMorgan Value Advantage L
Price$39.33
Change-$0.17 (-0.43%)
VolumeN/A
Net Assets8.97B
American Funds American Mutual R4
Price$60.46
Change-$0.15 (-0.25%)
VolumeN/A
Net Assets109.9B
JVAIX vs RMFEX Comparison Chart in %
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JVAIX vs. RMFEX commentary
Aug 17, 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: 110B vs. JVAIX (8.97B). JVAIX (1.54) and RMFEX (1.51) 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 : 8.10 vs. JVAIX (0.56). RMFEX return over 5 years is better than : 57.34 vs. JVAIX (31.35).
| 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 | 4.629 | 10.922 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 250 | 1,200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 110B | 8% |
| Annual Yield % from dividends | 1.54 | 1.51 | 102% |
| Returns for 1 year | 0.56 | 8.10 | 7% |
| Returns for 3 years | 1.25 | 23.84 | 5% |
| Returns for 5 years | 31.35 | 57.34 | 55% |
| Returns for 10 years | 44.73 | 86.04 | 52% |
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