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JVAQX vs RMFEX
JVAQX vs RMFEX Comparison
Open Charts JVAQX vs RMFEX
JPMorgan Value Advantage R4
Price$37.95
Change-$0.46 (-1.20%)
VolumeN/A
Net Assets8.8B
American Funds American Mutual R4
Price$57.86
Change-$0.45 (-0.77%)
VolumeN/A
Net Assets106.6B
JVAQX vs RMFEX Comparison Chart
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JVAQX vs. RMFEX commentary
Jun 14, 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: 107B vs. JVAQX (8.8B). RMFEX (1.58) and JVAQX (1.51) 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 : 9.03 vs. JVAQX (3.08). RMFEX return over 5 years is better than : 62.32 vs. JVAQX (35.65).
| 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 | 1.372 | 6.152 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.8B | 107B | 8% |
| Annual Yield % from dividends | 1.51 | 1.58 | 96% |
| Returns for 1 year | 3.08 | 9.03 | 34% |
| Returns for 3 years | 9.34 | 29.63 | 32% |
| Returns for 5 years | 35.65 | 62.32 | 57% |
| Returns for 10 years | N/A | 76.27 | - |
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