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JVAQX vs RMFEX
JVAQX vs RMFEX Comparison
Open Charts JVAQX vs RMFEX
JPMorgan Value Advantage R4
Price$39.10
Change-$0.51 (-1.29%)
VolumeN/A
Net Assets9.15B
American Funds American Mutual R4
Price$57.60
Change-$0.62 (-1.06%)
VolumeN/A
Net Assets105.48B
JVAQX vs RMFEX Comparison Chart
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JVAQX vs. RMFEX commentary
Feb 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 Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 105B vs. JVAQX (9.15B). RMFEX pays higher dividends than JVAQX: RMFEX (1.95) vs JVAQX (1.45). JVAQX was incepted earlier than RMFEX: JVAQX (8 years) vs RMFEX (23 years). RMFEX (25.00) and JVAQX (24.00) have comparable annual turnover. 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 : 11.37 vs. JVAQX (7.05). RMFEX return over 5 years is better than : 43.97 vs. JVAQX (12.16).
| JVAQX | RMFEX | JVAQX / RMFEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 3.193 | 4.880 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15B | 105B | 9% |
| Annual Yield % from dividends | 1.45 | 1.95 | 74% |
| Returns for 1 year | 7.05 | 11.37 | 62% |
| Returns for 3 years | 1.26 | 20.81 | 6% |
| Returns for 5 years | 12.16 | 43.97 | 28% |
| Returns for 10 years | N/A | 71.03 | - |