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JVAQX vs RMFEX
JVAQX vs RMFEX Comparison
Open Charts JVAQX vs RMFEX
JPMorgan Value Advantage R4
Price$36.43
Change+$2.37 (+6.96%)
VolumeN/A
Net Assets7.87B
American Funds American Mutual R4
Price$53.89
Change+$3.35 (+6.63%)
VolumeN/A
Net Assets92.19B
JVAQX vs RMFEX Comparison Chart
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JVAQX vs. RMFEX commentary
Apr 10, 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 Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 92.2B vs. JVAQX (7.87B). RMFEX pays higher dividends than JVAQX: RMFEX (1.61) vs JVAQX (1.49). 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 : -4.11 vs. JVAQX (-8.95). RMFEX return over 5 years is better than : 47.69 vs. JVAQX (28.44).
| 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 | -8.736 | -7.620 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.87B | 92.2B | 9% |
| Annual Yield % from dividends | 1.49 | 1.61 | 93% |
| Returns for 1 year | -8.95 | -4.11 | 218% |
| Returns for 3 years | -12.81 | 0.28 | -4,630% |
| Returns for 5 years | 28.44 | 47.69 | 60% |
| Returns for 10 years | N/A | 51.93 | - |
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