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JVAPX vs RMFEX
JVAPX vs RMFEX Comparison
Open Charts JVAPX vs RMFEX
JPMorgan Value Advantage R3
Price$35.43
Change-$1.74 (-4.68%)
VolumeN/A
Net Assets8.94B
American Funds American Mutual R4
Price$54.47
Change-$1.82 (-3.23%)
VolumeN/A
Net Assets102.75B
JVAPX vs RMFEX Comparison Chart
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JVAPX vs. RMFEX commentary
Apr 04, 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 StrongBuy and RMFEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 103B vs. JVAPX (8.94B). 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 : 7.10 vs. JVAPX (0.81). RMFEX return over 5 years is better than : 78.86 vs. JVAPX (61.86).
| 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 | 1.780 | 2.891 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.94B | 103B | 9% |
| Annual Yield % from dividends | 1.26 | 1.61 | 78% |
| Returns for 1 year | 0.81 | 7.10 | 11% |
| Returns for 3 years | -4.21 | 12.51 | -34% |
| Returns for 5 years | 61.86 | 78.86 | 78% |
| Returns for 10 years | N/A | 70.99 | - |
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