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JVAPX vs RMFEX
JVAPX vs RMFEX Comparison
Open Charts JVAPX vs RMFEX
JPMorgan Value Advantage R3
Price$34.95
Change+$0.31 (+0.89%)
VolumeN/A
Net Assets8.26B
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
JVAPX vs RMFEX Comparison Chart
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JVAPX vs. RMFEX commentary
Apr 24, 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: 96.2B vs. JVAPX (8.26B). RMFEX pays higher dividends than JVAPX: RMFEX (1.61) vs JVAPX (1.26). 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 : 1.70 vs. JVAPX (-4.65). RMFEX return over 5 years is better than : 52.96 vs. JVAPX (34.21).
| 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 | -5.148 | -3.507 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.26B | 96.2B | 9% |
| Annual Yield % from dividends | 1.26 | 1.61 | 78% |
| Returns for 1 year | -4.65 | 1.70 | -274% |
| Returns for 3 years | -9.35 | 8.21 | -114% |
| Returns for 5 years | 34.21 | 52.96 | 65% |
| Returns for 10 years | N/A | 57.52 | - |
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