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JVAPX vs RMFEX
JVAPX vs RMFEX Comparison
Open Charts JVAPX vs RMFEX
JPMorgan Value Advantage R3
Price$37.00
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets8.81B
American Funds American Mutual R4
Price$56.41
Change-$0.13 (-0.23%)
VolumeN/A
Net Assets103.04B
JVAPX vs RMFEX Comparison Chart
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JVAPX vs. RMFEX commentary
May 15, 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 JVAPX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. JVAPX (8.81B). RMFEX pays higher dividends than JVAPX: RMFEX (1.65) vs JVAPX (1.30). JVAPX was incepted earlier than RMFEX: JVAPX (9 years) vs RMFEX (23 years). JVAPX (1.16) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JVAPX (17.00). JVAPX has a lower initial minimum investment than RMFEX: JVAPX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 6.59 vs. JVAPX (0.65). RMFEX return over 5 years is better than : 64.88 vs. JVAPX (46.92).
| JVAPX | RMFEX | JVAPX / RMFEX | |
| Total Expense Ratio | 1.00 | 0.62 | 161% |
| Annual Report Gross Expense Ratio | 1.16 | 0.62 | 187% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 1.506 | 3.110 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.81B | 103B | 9% |
| Annual Yield % from dividends | 1.30 | 1.65 | 79% |
| Returns for 1 year | 0.65 | 6.59 | 10% |
| Returns for 3 years | 0.86 | 19.63 | 4% |
| Returns for 5 years | 46.92 | 64.88 | 72% |
| Returns for 10 years | N/A | 68.18 | - |