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JVAQX vs RMFEX
JVAQX vs RMFEX Comparison
Open Charts JVAQX vs RMFEX
JPMorgan Value Advantage R4
Price$40.31
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
JVAQX vs RMFEX Comparison Chart in %
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JVAQX 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 JVAQX is a StrongBuy and RMFEX is a Hold.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 113B vs. JVAQX (9.08B). RMFEX (1.46) and JVAQX (1.42) have matching dividends . JVAQX was incepted earlier than RMFEX: JVAQX (9 years) vs RMFEX (23 years). JVAQX (1.03) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. JVAQX (17.00). JVAQX has a lower initial minimum investment than RMFEX: JVAQX (0) vs RMFEX (250). RMFEX annual gain was more profitable for investors over the last year : 8.45 vs. JVAQX (-1.03). RMFEX return over 5 years is better than : 61.73 vs. JVAQX (33.19).
| JVAQX | RMFEX | JVAQX / RMFEX | |
| Total Expense Ratio | 0.75 | 0.62 | 121% |
| Annual Report Gross Expense Ratio | 1.03 | 0.62 | 166% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 6.624 | 15.028 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.08B | 113B | 8% |
| Annual Yield % from dividends | 1.42 | 1.46 | 97% |
| Returns for 1 year | -1.03 | 8.45 | -12% |
| Returns for 3 years | 18.26 | 44.96 | 41% |
| Returns for 5 years | 33.19 | 61.73 | 54% |
| Returns for 10 years | N/A | 101.65 | - |
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