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JVAQX vs RMFEX
JVAQX vs RMFEX Comparison
Open Charts JVAQX vs RMFEX
JPMorgan Value Advantage R4
Price$37.66
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets8.64B
American Funds American Mutual R4
Price$56.37
Change-$0.15 (-0.27%)
VolumeN/A
Net Assets103.21B
JVAQX vs RMFEX Comparison Chart
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JVAQX vs. RMFEX commentary
May 23, 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: 103B vs. JVAQX (8.64B). RMFEX pays higher dividends than JVAQX: RMFEX (1.65) vs JVAQX (1.54). 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 : 5.55 vs. JVAQX (-0.32). RMFEX return over 5 years is better than : 61.67 vs. JVAQX (41.84).
| 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 | -0.238 | 3.037 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.64B | 103B | 8% |
| Annual Yield % from dividends | 1.54 | 1.65 | 94% |
| Returns for 1 year | -0.32 | 5.55 | -6% |
| Returns for 3 years | 1.74 | 19.57 | 9% |
| Returns for 5 years | 41.84 | 61.67 | 68% |
| Returns for 10 years | N/A | 67.98 | - |
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